Dorko Wealth Management focuses on the unique needs of retirees and of those who are approaching your retirement years.
We offer you a collaborative, welcoming relationship as well as a full range of investment products and services. These include alternative investments previously available only to large investors such as endowments and pension funds.
Who Can You Trust?
With our introductory process, you can feel secure that you are making informed financial decisions.
Your complementary initial consultation begins with Cheryl Dorko, RFC listening to your concerns, delving deeper into your financial needs, and answering your questions. Our choice of fee structures will be presented with a recommendation as to what might best fit your situation and why.
The Dorko Wealth Management philosophy is to put you, the customer, first, listen to your objective and goals, and provide answers and financial education so that you are never in a position of making a decision without fully understanding your choices.
The average American today is faced with the probability of living longer and being retired longer than previous generations. Because of this, planning for retirement has become a challenge with significant consequences.
Who are our clients?
Dorko Wealth Management focuses on the unique investment needs of retirees and of those approaching their retirement years. Our average client is over 55 years old, lives comfortably, and is concerned with making judicious financial decisions that are thoughtful and prudent.
What makes us different?
At Dorko Wealth & Estate Planning our expertise lies in coordinating the details of your family’s financial “big picture” and helping you choose the appropriate investments and insurance products.