Cale Dowell

Cale Dowell serves as Vice President for Archetype Wealth Partners and resides in Houston with his wife Lynne and their young daughter. Cale is seeking to create a paradigm shift in the way the financial services industry serves and impacts people. Archetype exists to help families thrive across generations.

Recent Posts

Money Talks: The Inheritance Trap

Posted by Cale Dowell on June 30, 2020

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers control 70% of all of the disposable income in the United States, which is leading to the largest transference of wealth in human history over the next 30 years.[1]

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Money Talks: Do I Need a Financial Plan?

Posted by Cale Dowell on April 23, 2020

Developing a clear picture of your financial future is no small feat – even the world’s biggest companies invest in entire teams to help forecast revenue and expenses. Just as high-capacity companies have a fine-tuned strategic plan for growth, high-capacity...

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Money Talks: A New Year, A New Market

Posted by Cale Dowell on January 1, 2020

What is your New Year’s Resolution?  Why is that important to you?

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Money Talks: How Much Money Should You Leave to Your Kids?

Posted by Cale Dowell on September 19, 2019

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering was to discuss this challenging question, and it was the most engaged...

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Preparing the Next Generation for Their Financial Future

Posted by Cale Dowell on September 12, 2019

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of bullies that studied karate at the Cobra Kai dojo. Fortunately for Daniel, he befriends an unassuming repairman, Mr. Miyagi, and is transformed into one of my...

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Do You Really Want to be a Financial Advisor?

Posted by Cale Dowell on July 15, 2019

One of the most common questions we receive from young professionals is, “how do I make the jump to being a Financial Advisor?”

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Complete Representation: Do you really want to know?

Posted by Cale Dowell on June 13, 2019

What if I told you that the world you live in as a financial advisor might be a façade? 

If you've seen "The Matrix", you know that the story begins with the hero living a normal life. But there is a nagging awareness in the back of his brain that not everything in...

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Money Talks: Community

Posted by Cale Dowell on April 26, 2019

For every parent out there, I know there is simply nothing better than seeing that look on your child’s face. 

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Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

When you really think about it, you realize that 100% of businesses will transition… whether it’s to a family member, a buyer, or simply closing the doors. Every company undergoes a transition of some kind.

 

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Money Talks: Markets Got You Dizzy?

Posted by Cale Dowell on December 18, 2018

Do you ever feel like the stock market makes your head spin? If you’re like...

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Money Talks: Principled Investing

Posted by Cale Dowell on December 3, 2018

When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off of the 2008 market crash. After all, only a handful of people in the world took the bet against mortgage-backed securities at its peak and walked away with a hefty...

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Why would a Wealth Management company host an event on helping your family thrive?

Posted by Cale Dowell on November 15, 2018

Why would a Wealth Management company host an event on helping families thrive?

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Does Culture Matter?

Posted by Cale Dowell on October 26, 2018

Peter Drucker, the great American management educator, is famously quoted for the phrase, “Culture eats strategy for breakfast.” A friend of mine has that quote immortalized on the central wall of their corporate headquarters in giant block letters. They are a...

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Archetype Welcomes Peter Roselle!

Posted by Cale Dowell on May 1, 2018

Archetype Wealth welcomes Peter Roselle! Peter adds over 30 years of wealth management and financial planning experience to the team, and will be focused on launching our New York City office. Peter has a strong love for investing in the lives of clients. He and his...

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Archetype Wealth Partners to host event for Business Owners

Posted by Cale Dowell on September 19, 2017

Friends,

We hope that if you were affected by Hurricane Harvey, that your world is slowly getting back to normal. Our team here at Archetype Wealth Partners has been busy pitching in around town to try and do our part to aid in the recovery. We, too, are working to...

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