Dightman Capital delivers a high level of individual service and attention to each client. The deep relationships we develop with our clients enable us to provide customization and accessibility that can be rare in the wealth management industry. We go the extra mile so you can be confident about your financial future.
The world of wealth management can be enormously complex. We can bring clarity & confidence to your financial future.
We develop custom portfolios that leverage the best of both short-term and long-term opportunities.
Having the right-sized client base means we have the ability to get on the phone when you have real questions.
Investment Management is a core service at Dightman Capital. To help you achieve your financial goals, we select and manage investments, designed to work together, that are appropriate for your risk profile. We monitor and review the progress of your investments and keep you updated through regular reports. We may occasionally implement changes to your mix of investments to ensure your portfolio is properly structured.
Financial Planning is an ongoing process which requires periodic updates to address life or financial changes. We begin this process by understanding your resources and goals so we can create a financial plan tailored to your situation. We have experience with a variety of different planning needs and use eMoney to generate reports and share information securely. We also coordinate with tax and legal professionals as needed.
Even to most motivated investor rarely has the time and energy to stay current with the ever changing market.
Everyone needs a reliable guide.
We keep our finger to the pulse of the markets so that you can make the best decisions for your future. We have spent over 15 years helping our clients invest confidently.
We also believe in going the extra mile for my clients. Over our history we have had the privilege for walking through a wide variety of important financial decision with our clients. These include everything from job transitions to determining alternative means of college funding. At times clients have even have asked for input on business and life decisions.
I have had the privilege of helping some wonderful people. Their words tell the story better than my own.
As Seen In These Publications
We are experts in managing employer stock compensation plans (ESPP, RSUs, Restricted Stock, etc.) through customized diversification strategies. Our services also include managing the regulatory filings for Section 16 Officers. Because we know that corporate executives and managers have limited time, we ensure our communications with them are concise and effective.
Business owners and entrepreneurs face multiple simultaneous challenges. We understand the economic dynamics that impact businesses and serve as a valuable information source. We forecast the value of businesses, including real estate holdings, so progress towards retirement can be monitored. We serve as a resource to analyze and evaluate the sale of businesses, make recommendations regarding negotiation strategies, and provide person-to-person introductions.
The transition into retirement involves many complex factors. We help individuals understand which variables can be controlled and which cannot. We work to clarify our clients’ retirement needs and goals, develop an investment strategy to meet those goals, and then monitor and update their retirement plan as conditions change. We help individuals build flexibility into their plan by balancing income generation from their investments with risk management strategies.
A seamless path forward.
Secure & Painless
Implement the Plan
Monitor & Modify the
Plan As Needed