How Dogwood Wealth Management uses estate planning to bring increased value and grow business

Learn how Dogwood Wealth Management created a three-pillar system that addresses client’s financial needs more holistically, for this generation and the next. Jason Newcomer, co-founder of Dogwood Wealth Management, joins Vanilla CMO Jim Sinai to discuss how he has created a process where estate planning–in addition to wealth advisement, risk management and tax planning–plays an essential role. Jason will outline his approach, and how he uses estate planning as a way to foster meaningful ongoing conversations with clients, rather than a set-it-and-forget-it approach.

Newcomer will also discuss his tech-forward philosophy on advising, and how he’s developed a tech stack that enables his team to work more efficiently while simultaneously delivering a higher level of service to clients.