At 9Dot Wealth our approach is independent, analytical, and deeply personalized. We do not sell products or charge asset based fees. We deliver clarity, education, and strategy designed around your life, not your assets.
What You Gain with Us
Clarity
Gain transparent insight into your finances with straightforward, data-driven guidance built for your goals.
Education
Understand every step of your financial plan through clear communication and empowering knowledge.
Strategy
Achieve lasting results with disciplined, evidence-based planning tailored to your life—not your assets.
Fair Value
Our flat-fee model replaces traditional percentage pricing with transparent, conflict-free guidance focused solely on you.
Independent by Design. Personalized by Strategy.
We create a high credibility, strategy driven experience that clearly separates our model from traditional percentage based advisors who place portfolios into cookie cutter omnibus allocations with little active oversight. Instead, our planning process is deeply personalized, informed by data, and built around each client’s individual objectives.
Our Services
Retirement Income Design
Develop a customized income plan that balances guaranteed lifetime income, investment flexibility, and tax efficiency.
Risk and Portfolio Strategy
We stress test every plan against real world recession data and market concentration trends.
Legacy and Wealth Transfer Planning
Protect and direct your wealth according to your values. From trust coordination to beneficiary planning, we help simplify complex structures for everyone