Dawson Private Wealth

Being a client of Dawson private wealth for the last 2 years I can tell we are in good hands. They continue to offer updates and advice to where we can afford more opportunities to grow our retirement and they adhere to our asks on risks and ensuring we build financial stability responsibly. I will continue to recommend them to any and all of my family and friends.

Steven Dawson was recommended to us when we were clueless about how to handle my mother's financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.

As a retired engineer, I originally kept all my assets managed through Fidelity. As I approached retirement, I begin to realize that I wanted more of a customized approach to my retirement. I also wanted a personalized relationship with a team that understood my family’s needs and aspirations. I desired my assets to be better allocated and balanced. Dawson and his team have put my family and I in a better situation where I now have more confidence in my retirement planning. I like the fact that they were not salespeople or pushing any specific product but they just took time to listen and understand what was important to me.

My husband was a client of Steven Dawson for many years. Upon his death, the responsibilities of a financial future fell to me, and Steven, along with his staff, has made the transition easy and flawless. Steven is so personable and knowledgeable - I know that I am in good hands, as I know that he has my best interest and financial future at heart. His entire staff has been so welcoming, caring, and helpful. Steven makes himself available, and he is very easy to contact when I have questions. I am so very thankful that my husband chose Steven Dawson, and I will continue to use his services for many years to come. I cannot thank Steven enough for being there for me during a very difficult time.

I was introduce to Dawson Private Wealth/ Steven nearly 6 years ago. I was getting close to retirement ( before the age of 59 1/2) which makes my situation very different. I was interested in how to grow my investment and what was the best withdrawal strategy. I have since retired and the team has been very diligent in helping me understand my ever changing needs. I appreciate their patience and their care.