Dope CFO Wealth Management

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As the cannabis & CBD/hemp industry evolves, Dope CFO Wealth Management partners with you to simplify wealth strategies, minimize risks, and create a clear path toward lasting financial success.

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Cannabis Wealth Management & Strategic Financial Planning

Dope CFO Wealth Management delivers comprehensive investment and financial planning solutions designed specifically for the cannabis and CBD/hemp industry. There’s no guesswork or one-size-fits-all approach here, our proven strategies are built on deep industry expertise, disciplined planning, and a commitment to long-term growth. That means our clients benefit from sophisticated investment management, high net worth tax strategies, estate and trust planning designed to protect generational wealth, and philanthropic planning that amplifies impact.

For business owners and investors alike, this translates to stronger financial foundations, increased flexibility, and a clear strategy for navigating a fast-changing and highly regulated industry with confidence.

At Dope CFO Wealth Management, we’re dedicated to building lasting partnerships with every client we serve. Whether you’re scaling a new venture or expanding an established enterprise, our mission is to help you protect, manage, and grow your wealth with clarity and confidence. Request your free consultation online to learn more. 

Ongoing Financial Planning

The annual fee for our three service levels is outlined below:

DOPE PATH

$3,000 per year

DOPE FACILITATION

$6,000 per year

DOPE LEGACY

Minimum $10,000 per year based on complexity

Our upfront charge is $1,500 - $5,000 and the annual fee will be billed in advance in equal monthly payments. The fee may be negotiable in certain cases at the discretion of DWM.