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Pursue Financial Freedom

Discover how Dovetail Capital Management can create a tailored experience to help you meet your financial goals.

 
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We're here to help

At Dovetail Capital Management we take an individualized approach with all of our clients. We take the time to fully understand your goals, so that we can help you achieve financial growth.

Our Services

 

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Our Services

Financial Planning

Tailored strategies to guide you towards your goals

Investment Management

Diversified portfolios aligned with your objectives.

Business Planning

Holistic financial solutions for business owners.

Retirement Strategies

Practical plans to secure your retirement future.

Education Planning

Strategies for future educational expenses.

Insurance Planning

Protection for you, your family, or your business.

Tax Planning

Maximizing tax savings within your financial plans.

Estate Planning

Smooth wealth transition and tax minimization.

Alternative Investments

Advice on diversifying and enhancing returns.

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Speak To An Experienced Professional

Contact the Dovetail Capital Management team today to start your financial journey.

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Investment advice is offered through Brookwood Investment Group, LLC, an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940 with its principal supervisory office in Phoenix, Arizona. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to our registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.   Click here for full Disclosures.