Family first for a legacy that will last.^™

At Dougherty we are dedicated to one thing – your family. By offering a holistic, values-oriented approach, we simplify and manage your wealth in ways that enhance your life today as you build a legacy for tomorrow.

Working with us is simple and our process is thoughtful. We start by engaging and listening, modeling and enhancing recommendations while working alongside you and your family. We then implement and consistently and carefully monitor your position. Because in the end, it’s more than money, your wealth is a reflection of your values and the foundation for your family’s future.