Part 1. Intro & The Life Cycle of Family Wealth: Accumulation, Preservation & Growth of Mature Wealth

Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients’ financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937.

Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors.

This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Management seeks to position its clients’ portfolios for long-term investment success. We could call it “How to survive bad markets…and thrive in good ones.”



Accounts are held at and transactions are cleared through Pershing, LLC, a Bank of New York Mellon Affiliate. Securities offered through Bolton Global Capital, Inc. 579 Main St, Bolton MA 01740 800-649-3883. FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. State securities laws require that your investment professional be registered in the state in which you are a resident. Our representatives are licensed to sell and or discuss securities products to residents of the following states: AK AL AZ CA CO CT DC FL GA IL IN LA MA ME MD MI MO MT NC NH NJ NM NV NY OH OK OR PA RI SC TN TX VA VT WA WI.


1 reply
  1. Bosco Conference
    Bosco Conference says:

    On the topic of Wealth Management you are really good. Bosco Conference organise International Wealth Forum in Tallin and hope to get the best reports and speakers on this topic. Helpful information on the topics about Real Estate, Private Banking and Wealth Management, Economic Citizenships or Citizenships by Investment, administration of trusts, tax environment, holding and investment, for trade and real business, onshore low tax jurisdictions etc. will be presented.


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