Dougherty Wealth Advisers provides financial planning and tax management services to high-net worth individuals and their families.
We are in the business of helping you plan wisely and profitably for your financial future and our objective is to deliver a superior service experience. We do so by asking the right questions, listening to your specific needs, preparing our analysis and communicating our recommendations to help meet your financial goals. We work directly with our clients as well as with their intermediaries, such as other advisers, brokers, attorneys and investment managers.
We work with clients at a variety of life stages, including mid-level executives, senior executives, entrepreneurs, retirees and multi-generational family business owners. In addition to organizing your financial information and helping you establish financial goals, we provide the following services: