“I was drawn to TDC and Capital Performance by the combination of independent spirit and high ethical standards found here. In my role, it’s been especially rewarding to educate new clients and give them the confidence that their goals are achievable. It feels good to be part of a larger effort.”
We’re thrilled to announce we have joined Earned Wealth*, a wealth management firm built specifically for physicians and dentists. Earned Wealth’s and Thomas Doll’s values, cultures, philosophies and service offerings are closely aligned, and this combination will expand our capabilities and enhance our commitment to serving our clients with excellence. As a Thomas Doll client, your team remains your team. This change is not expected to affect your relationship with your client service team, or the core services you have come to rely upon, our fiduciary commitment to you, our strong commitment to service, or your investment advisory agreement. We’re excited to further our joint mission of maximizing the wealth and well-being of our clients.