300 Union Blvd,
Wealth Manager, Investment Advisor Representative, Registered Representative
As your financial advisor, I have over 20 years of experience in the financial and health care industries. I have the ongoing pleasure of servicing four generations of clients for the past 20 years. My focus is on addressing a...
As your financial advisor, I have over 20 years of industry experience, to help clients achieve their financial goals. I have spoken to hundreds of clients and advisors across the country on a variety of topics from; financial planning...
Registered Operations Professional
Megan started her career in the financial industry in 2017, working in Operations in the back office of a Broker/Dealer and RIA. Megan enjoyed working with advisors and assisting them in any way she could. Megan feels that working in...
I joined Doleman Wealth Management as Practice Manager in February 2022 after working in a similar capacity for Baystate Financial in Wakefield, MA. My wife and I relocated from the Boston area in late 2021 to be closer to our adult...
Before starting her position at Doleman Wealth as Advisor Support, Sarah was fortunate to have worked at her kids’ school during their elementary years, having many different roles. Prior to having kids Sarah worked as an...
Jessica joins Doleman Wealth with a previous background in retail banking and bank operations. In her 16 years in the banking industry, Jessica has worked one-on-one with new and existing customers, specializing in new account...
Our team has 70+ years of industry experience across multiple aspects of the financial services industry, from investment and portfolio management to retirement and financial planning. We also recognize that it is impossible to excel at all aspects of our client’s financial needs and that is why we have partnered with some of the industry’s best. Town Square Capital for our investment management side and Allegis Advisor Group for insurance needs. This allows OUR team to work more closely with each of our clients and planning for their future.
Registered Investment Advisor
TownSquare Capital, LLC. has a unique team-based approach which places clients at the center of everything they do. As a client of the firm you benefit from total resources of the group. While your individual advisor will take a lead role in the relationship, a team of specialists work in the background for your benefit.
The Story – Why does an individual client invest differently than an institution?
The availability, tax efficiency, and pricing of certain investment options is the biggest road block to an individual investor. Institutions own stocks and bonds differently than most individual clients. At TownSquare Capital, we believe the individual client should have the same access to these investments with similar pricing structures. We offer a unique approach to solve for this obstacle in the industry.
TownSquare Capital’s designated CFP® / CFA Senior Portfolio and Fixed Income Strategists work directly with us to develop, implement, and monitor your investment portfolio and financial planning strategies. With about 20 team members at TownSquare Capital, LLC. advisors receive an elite level of support.
Chief Investment Officer
As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy...
Head of Fixed Income
Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving...
Sr. Portfolio Strategist
As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up...
As one of the founding partners of TownSquare Capital, Michael’s role as President is ensuring that TownSquare Capital delivers exceptional service to the clients, institutions, and financial advisors that use its services.
DFPG Investments, LLC. is a recognized industry leader that provides an independent full-service platform, allowing us to operate under different business models to meet the unique needs of each client. The firm also offers expertise in securitized investment real estate for those seeking alternative investments. DFPG offers us solutions so that we have access to a full-service platform that strives to improve our ability to efficiently manage assets and service our clients.
Allegis Advisor Group is a one-stop-shop for the independent advisor, offering all the Insurance solutions necessary to meet our client’s needs. They work with 40+ A rated national insurance carriers across multiple product lines including:
Allegis offers expertise to solve the most complicated cases. Additional services we have access to include in-house case design, case management, advanced planning case design, and underwriting. We can draw on a team with many years of experience and resources.
Firm Disclosure Brochure, Kimberly K. Doleman IAR Brochure. Derick Harris IAR Brochure
Please contact Doleman Wealth Management, LLC, for more details.