 
Our approach to Wealth Management uses advanced investment
advisory disciplines that incorporate financial planning and specialist
financial services. Dawson James Asset Management’s key objectives
are to provide high net worth individuals and families with tailored
retail banking services and active investment management with the
goal of sustaining and growing long-term income and wealth.
Dawson
James Asset Management’s platform provides access to a vast
amount of financial planning and wealth management resources. With
professional in-house advisors and the ability to track and associate
with the world’s top performing money managers, we strive
to help our clients create and retain financial independence.
Contact: Will Pugh, Wealth
Management Advisor
Tel: 561-208-2944
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