300 Union Boulevard,
Our Go-To Investment Sub-Advisory Team
TownSquare Capital, LLC. has a 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 one of the biggest road blocks 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 comprehensive 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 a robust level of support.
TownSquare Firm Disclosure Brochure
Kim Doleman and Derick Harris are your Investment Advisor Representatives offering investment and planning services through Portside Wealth Group, LLC, an SEC Registered Investment Advisor. Portside Wealth provides compliance, regulation, and back-office services to Doleman Wealth Management, LLC.
Portside Wealth Group Firm Brochure
Chief Compliance Officer, Co-Founder
Staci brings over 20 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has...
Chief Operating Officer, Co-Founder
Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple...
Kurt has nearly 25 years of experience managing portfolios for Fortune 500 companies, hedge funds, university endowments, and individual accounts. Prior to co-founding Portside Wealth, Kurt was founder and CIO of TownSquare Capital, ...
Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, LLC, a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde financial professionals possess the teams, tools, and technology to help our clients reach specific investment goals. They have a multitude of agreements in place with reputable financial firms in the industry dealing with mutual funds, variable annuities, options, futures, fixed income securities, REITs, 1031s and other alternative investment offerings.
Allegis Advisor Group is a one-stop-shop for the independent advisor, offering Insurance solutions necessary to help meet a 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.
Please contact Doleman Wealth Management, LLC, for more details.