Dougherty & Associates

Our Guiding Principles

Dougherty & Associates is built on the bedrock of personalized, client-centered wealth management. We believe in:

• Holistic Planning: We address your financial life holistically, considering every element from financial planning and investment management to estate planning and retirement planning.
• Personalized Solutions: We tailor our strategies to your unique needs, goals, and values.
• Transparent Communication: We believe in open communication and regular reporting to keep you informed every step of the way.
• Client-Focused Relationships: We prioritize building strong, lasting relationships with our clients based on trust and mutual respect.

Financial Planning

Our detailed financial planning process helps you create a roadmap for your financial future. We'll work with you to:

• Assess your current financial situation
• Set financial goals and prioritize your needs
• Develop a comprehensive plan for wealth accumulation, preservation, and distribution
• Track your progress and make necessary adjustments over time

Investment Management

We provide personalized investment management services based on your risk tolerance, financial goals, and investment horizon. Our process includes:

• Comprehensive risk assessment and goal setting
• Diversified portfolio construction with strict adherence to compliance regulations
• Ongoing monitoring and review of your portfolio performance
• Regular communication and reporting to keep you updated on your investments' progress

Retirement Planning

We guide you through the complex world of retirement planning, covering areas such as:

• Maximizing your retirement accounts
• Choosing appropriate investment options
• Planning for post-retirement income
• Understanding and utilizing various retirement plans available to you

Additional Services

We offer a diverse range of other services to help you navigate other major life events and financial situations, including:

• Estate Planning and Tax Strategies
• Major Life Events Planning (divorce, death of a loved one)
• Business Succession Planning

Who We Serve

From individuals planning for retirement to families with special needs children, our team has the experience and expertise to guide you on your financial journey. We believe everyone deserves a personalized approach to wealth management, and we are committed to working with clients from all walks of life.