William R. Dorman, Jr. Profile Photo

Welcome

For over 30 years, I've dedicated my career to guiding investors through some of life’s most challenging financial situations through consultation and education. I believe in offering my clients the highest quality of service and financial advice based on trust, respect, and most importantly, integrity. Operating in an open and transparent manner I have helped many clients accumulate, grow, preserve and enjoy their wealth. Education is a vital part of the entire process, both in education of my clients as well as my own ongoing industry education. In my continuing efforts to provide my clients with the highest level of professional advice, I earned the Accredited Wealth Management Advisor℠ designation. Those who hold this prestigious designation completed a rigorous set of courses designed around critical aspects of the financial services industry: asset management, allocation, and selection; investment performance and strategies; and taxation of investment products. The course also includes training in investment for retirement, strategies for small business owners, and the management of deferred compensation plans a well as insurance, estate planning, asset protection, and tax reduction issues.

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