Our Clients

At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Our clients include families, working professionals, wealthy individuals and retirees from all across the country.

At Dash Investments, we are fiduciaries. We are proud to commit to putting the interests of our clients before our own.

Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.