Doleman Wealth Management, LLC

Doleman Wealth Management, LLC We are a comprehensive, independent financial planning firm with 20+ years of industry experience. All named entities are independent of each other.

Independent, client-focused financial planning and investment firm in Lakewood. Our services include:

- Retirement and Income Planning
- Investment Solutions
- Estate Planning
- Charitable Planning
- Alternative Investments (1031's/REITs/Private Placements)
- Insurance Review - Life/Disability/Key Man/Business/Long-Term Care Insurance

Our holistic planning approach is focused on what is most imp

ortant to our clients, their goals, their hopes, and their dreams. With key partnerships, we can address almost any question or concern you have with access to a large universe of solutions designed to help meet our client’s needs. As an enlisted US Army Veteran and a practicing Registered Nurse, Kim has found a niche within her business model helping veterans and the physicians and nurses who care for others. By developing custom lifetime financial plans with investment solutions, Kim gets to serve and give back to those who help humanity. Investment Advisory Services offered through Portside Wealth Group, LLC (PWG), an SEC-registered investment advisor. Fixed Insurance Business offered through Doleman Wealth Insurance Services, General Agency, CA License #6005590.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
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Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
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Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Your credit score may impact what you pay for auto and home insurance.
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Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
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Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
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Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Periodic withdrawals in retirement may not be such a good idea.
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Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

There are four basic steps to calculating the value of an estate.
08/21/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
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Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Address

300 Union Boulevard, Suite 100
Lakewood, CO
80228

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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