A complete list of active advisors currently associated with Dovermont Wealth & Tax Solutions
Warmer can help you find a great advisor at Dovermont Wealth & Tax Solutions or one who fits your needs even better.
Dovermont Wealth & Tax Solutions provides financial advisory services to individuals, families, small businesses and expatriates, offering comprehensive financial planning, discretionary and non-discretionary portfolio management, year‑round tax planning and IRS representation, insurance planning, and educational workshops. Core investment vehicles noted in the brochure include ETFs, mutual funds, equities and fixed‑income securities, and the firm also supports ITIN applications for clients who need tax identification assistance. The firm’s investment process uses fundamental and technical analysis and emphasizes long‑term buy‑and‑hold, strategic asset allocation, diversification and periodic rebalancing to manage risk. Dovermont integrates tax considerations into its planning and investment work and offers ongoing subscription planning and periodic account reviews to monitor alignment with clients’ goals. What is distinctive about Dovermont relative to many peers is the integration of tax‑representation services with advisory work: the firm’s principal is an Enrolled Agent authorized to represent taxpayers before the IRS, and the firm discloses it may receive commissions when clients purchase insurance products through its licensed insurance activities. The brochure also describes community workshops (typically free or nominally priced) and a range of fee arrangements beyond simple asset‑based billing, as well as recommendations of custodians such as Altruist and Betterment for Advisors, which are less common features among firms in this category.
To learn more about the advisors currently working at Dovermont Wealth & Tax Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Montebello, NY
| 0
|
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