The Family Office for the Rest of Us.
Major institutions save their best for a select few. At Dillow Wealth Management, those services become your foundation. Our family office model merges customized investment strategy, tax optimization, multi-generational estate planning, and ongoing advice—without barriers or bureaucracy.
Choose DWM for Sophisticated,
Accessible Solutions
Transforming wealth management for entrepreneurs, executives, and visionary families who feel overlooked or underserved by big institutions. DWM delivers sophisticated retirement planning, legacy strategies, and discreet financial counsel with the care, rigor, and personalization reserved for family office clients.
Holistic Wealth Structures
Trusts, partnerships, and tailored accounts built for family longevity and flexibility.
Proactive Planning
Tax-efficient strategies designed with future generations in mind.
Enduring Partnership
Ongoing collaboration to adapt your strategy as your family’s needs evolve.
Education & Family Governance
Building financial literacy and establishing values so wealth is stewarded, not squandered.
Discreet Support
Dedicated specialists accessible for life’s pivotal decisions, large or small.
Founder’s Story
Tim Dillow CFP®
Founder and President
With decades of private wealth experience guiding entrepreneurs and multigenerational families, Tim Dillow is widely recognized for engineering innovative solutions that preserve client privacy, maximize after-tax results, and enable philanthropic vision. Tim’s leadership is rooted in integrity, technical mastery, and a dedication to outcomes with lasting meaning.
Client Reviews and Testimonials
Business Founder
Dillow’s tailored strategy allowed us to transition our business, establish a charitable foundation, and secure our family’s future for generations.
Entrepreneur
I didn't think I could afford to retire, but Tim created a strategy that allowed me to step out of my business while I'm still healthy enough to enjoy retirement.
Family Client
Our family trust was being managed by a firm that didn't take us seriously. We moved our business to Dillow and have been treated with respect.
Let’s Write Your Family’s Next Chapter Together
Ready to experience family office-level service delivered without institutional barriers?
