At Dougherty Wealth Advisers, we focus on integrating your entire financial life.
The process begins with gaining an understanding of what is most important to you and understanding your goals and objectives. We then help you simplify your approach towards meeting those objectives.
We employ a diversified investment portfolio that is in sync with your individualized financial plan and we help clients make smart decisions with their money as well as mitigate clients' tax burden, help protect clients heirs, safeguard clients assets, and magnify their charitable gifts.
We have extensive experience in advanced planning techniques, perform rigorous investment research and execute on our client service model.
We work with a variety of clients in all stages of their life, whether they are busy professionals building for retirement, entrepreneurs growing their companies, retirees, charitable institutions and multi-generational families.
Please see our services tab to learn more.