Doleman Wealth Management, LLC Employee Directory
Financial ServicesUnited States2-10 Employees
Independent, client-focused financial planning and investment firm in Lakewood. We are a comprehensive, independent financial planning firm with 20+ years of industry experience. Our services include: • Retirement and Income Planning • Investment Solutions • Estate Planning • Charitable Planning • Alternative Investments (1031's/REITs/Private Placements) • Insurance Review - Life/Disability/Key Man/Business/Long-Term Care Insurance Our holistic planning approach is focused on what is most important to our clients, their goals, their hopes, and their dreams. With key partnerships, we can address almost any question or concern you have with access to a large universe of solutions designed to help meet our client’s needs. As an enlisted US Army Veteran and a practicing Registered Nurse, Kim has found a niche within her business model helping veterans and the physicians and nurses who care for others. By developing custom lifetime financial plans with investment solutions, Kim gets to serve and give back to those who help humanity. Investment Advisory Services offered through Portside Wealth Group, LLC (PWG), an SEC-registered investment advisor. Fixed Insurance Business offered through Doleman Wealth Insurance Services, General Agency, CA License #6005590. All named entities are independent of each other. Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.
1-888-653-2347 
support@leadiq.com 
