Letter from the President
Greetings!
DeDora Capital is my belief in a better way of doing business. I’ve been on this mission since last century, and if I do this right, the DeDora Capital Way will continue well into the next.
The DeDora Capital Way is rooted in my own aspirations and values. I believe in running successful businesses, spending time with family, enjoying retirement, and making a responsible impact in our community. My team and I know that these goals are achievable; we see them accomplished each day. We handle finances so that our clients can focus on what’s most important to them.
Through our experience, we see the impact of effective private & institutional wealth strategies. We work with clients from a variety of backgrounds, such as business owners, senior executives, retirees, teachers, first responders, and nonprofits. Above all, I measure success by asking: are we making a meaningful difference for our clients today?
Perhaps we are not for everyone. First, we prefer to have more clients like our best clients, and therefore we operate primarily by referral. The best way to become a client is to be referred by someone that knows us and thinks you might be a good fit. Second, if we believe we can make a meaningful difference in your financial life, we extend an invitation. That means we believe what you need is something we can deliver, the communication is open and honest, and we have the capacity to serve you responsibly. Lastly, we are known for being intensely loyal to our clients and treasure the relationships that we develop through our clients' financial lives.
I’m a father, a husband, a youth sports coach, active member of my community, and a business owner. That is what’s most important to me. What’s most important to you?
I invite you to review our materials, and contact us. It starts with finding out what’s on your mind.
Sincerely,
Paul DeDora, CFP®
President & Chief Investment Officer
