Doleman Wealth Management, LLC

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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 important 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.

Your financial future is calling. Develop a strategy for your investments today.
10/09/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
10/07/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/05/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Take an inside look into Simplified Employee Pension plans.
10/02/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Even low inflation rates can pose a threat to investmentreturns.
09/30/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

09/28/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

09/25/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
09/23/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Learn the ins and outs of 529 plans before you or your student heads to college.
09/21/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
09/18/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

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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