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.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/08/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/03/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

06/01/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
05/29/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
05/27/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
05/25/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/22/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/20/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/18/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

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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