Our Clients

Our clients include families, working professionals, wealthy individuals and retirees from all across the country. Through our parent company, Dash Acquisitions, we manage accounts for institutional investors.

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. 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. Our advisors provide a complete range of services including best-in-class estate and financial planning strategies.

We have assisted countless investors to reach their financial goals. Find out how our top investment advisors can do the same for you.