Clients consistently highlight personalized financial planning, clear communication of complex investment strategies, and accessible support for retirement and estate planning. Reviewers note the firm’s proactive approach to portfolio management and its ability to adapt to individual risk tolerance and life changes. With a perfect 5.0 rating from 74 reviews, customers describe the team as knowledgeable and responsive, though the owner has not replied to any reviews.
Google rating: 5.0 out of 5 from 74 reviews (99% five-star).
Reviews on this page: 74 Google reviews (71 with written comments).
Owner responses: the business replied to 0% of reviews.
Reviews from Google, shown as published (original wording, unedited).
KH
Kim H6 reviews
★★★★★
I have been a client of Dawson Private Wealth for a number of years. It has been one of the best decisions I have made. From the very beginning, they took the time to truly understand my needs, goals, and have always provided personalized and knowledgeable guidance to help me navigate important financial decisions.
They genuinely care about their clients. You are more than a number on a spreadsheet; you’re like family. I leave their office always feeling supported and valued.
They do more than just provide outstanding financial advice. Both Steven and Jamaul have gone above and beyond. On several occasions, they have connected me with other trusted professionals from their network of contacts.
I am so grateful for the relationship we’ve built over the years. A big thanks to Steven, Jamaul, Albert, Ashley, Melissa, and Grace. I have complete peace of mind knowing I have a great group of people truly looking out for my family’s best interests.
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.
Great set of gentlemen who absolutely know how to not only sustain your wealth...but also how to grow your wealth. I am a surgeon with high earning history and potential. I needed well educated and advisors of high expertise that could organize my earnings and investments into easy to understand plans. I also needed advisors to quickly assist me in building my wealth in a way that I can focus on living my life comfortably outside of working while still building wealth to the point where I did not NEED to work, but CHOSE to work. The office space is elegant and well structured. They are all professional and care about you as a person...not just your finances. They are transparent and honest, which can sometimes be tough for the client who is not doing well financially...but their honesty give you a sense of protection and adds trust that they will handle you and your finances well. You will NOT be disappointed with them!
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.
They are very easy to get in touch with and they time to explain complicated things in regular speak. All advisors are not the same, I’ve worked with other advisors in the past and I can tell there is a difference. I love their Christian values and i trust them. I was nervous initially but they have guided my family and I over a decade through good and bad times and they are like family now.
As a CPA, I have been really pleased with the services offered by Dawson Private Wealth. They take a personalized, hands-on approach to financial advising. They pride themselves on educating their clients and empowering them in taking charge of their finances. Their knowledge and professionalism is top-notch. I highly recommend!
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.
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.
Steven Dawson and his team have been so kind and are amazing at what they do! My fiancé and I are both widows/widowers, and I can't say enough about how sensitive to our situation they have always been while bringing us higher returns on our investments than anyone we've ever worked with. They are truly what every investment firm should be!
Highly recommend Steven Dawson and his staff. They have taken care of me and my family as their own. After losing my husband, they have guided me and grown my portfolio significantly and ensuring that we are financially successful. I have a tremendous amount of faith and confidence in my future because of Steven Dawson and his staff.
