Our firm has managed investments on behalf of individuals, corporations, business owners, charities, foundations, and retirement plan sponsors since the firm’s inception in 1995. Investment Dock is a financial services firm with a powerfully personal, transparent financial planning and wealth management approach. We provide every client with a customized Investment Plan based on their unique investment objectives, risk tolerance, existing assets, debts, and aspirations. We assign you to a dedicated team of professionals who become a trusted resource of financial advice and information. Investment Dock Group goal is to help you establish a path for a meaningful life, stable wealth, and a lasting legacy.