Dorsey Wealth Management

Dorsey Wealth Management is a Financial Planner in Torrance, CA, located at 21250 Hawthorne Blvd Suite 500. As a fiduciary, fee-only firm, it provides retirement planning, investment management, and tax planning services. The firm specializes in helping women who are a few years from retirement or recently retired, offering customized financial planning and investment portfolio management. It serves clients virtually across the country from its Torrance office. The business holds a rating of 5.00 based on customer reviews.

Founded in 2011, Dorsey Wealth Management operates as a woman-owned firm with a mission to empower women to take an active role in managing their wealth. The team includes Founder and Financial Advisor Angela Dorsey, CFP®, MBA, and Associate Financial Advisor Amy Marietta. The firm’s approach focuses on creating a life of security, freedom, and confidence by addressing unique challenges such as outliving wealth, planning for healthcare and long-term care costs, and maintaining financial independence. They provide ongoing, personalized strategies to transform savings into sustainable income and help clients prepare for all stages of life’s financial twists and turns.

The firm’s fee structure is based on a percentage of assets under management, with specific annual fee schedules outlined for different asset tiers. Services include comprehensive financial planning tools to organize finances, determine tax liabilities, maximize retirement contributions, create budgets, and view investments, assets, insurance, and spending in one place. The firm emphasizes simplicity and clear strategies to reduce stress and worry, ensuring clients feel confident about their financial future.

Dorsey Wealth Management is known for its unwavering commitment to empowering women on their financial journeys, setting it apart as a trusted partner for those seeking financial peace of mind. The 5.00 rating from customers reflects the positive reception of its personalized, fee-only approach.

By combining fiduciary responsibility with a specialized focus on women’s retirement needs, Dorsey Wealth Management offers a distinct path to financial confidence for clients in Torrance and beyond.

Dorsey Wealth Management sits on Hawthorne Blvd in Torrance, CA, just steps from the main road and a short walk from Torrance Boulevard. The office is located near several local services, including Postmaster Plus and The UPS Store, and is about 0.3 miles from Providence Little Company of Mary Medical Center Torrance.

BizScoreAI awarded the business a perfect 100 out of 100 for Content Quality, ensuring the website clearly answers customer questions in a way AI assistants can quote directly. The firm achieved a strong 84 out of 100 for Performance, which means the site loads quickly to keep visitors engaged. Additionally, the business ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Torrance.