Dougherty Wealth Advisers LLC Innovative Financial Solutions Nationwide
"We work with clients holistically to help them keep their financial life in balance."

We focus on integrating your financial life

Investments & Portfolio Management
  • Open Architecture
  • Portfolios tailored to each Individual
  • Fixed Income Assessment
  • Private Equity Review
Goals Based Planning
  • Family Governance
  • Cash Flow Analysis
  • Financial Planning
  • Education
  • Personal Tax Planning and preparation
  • Integration with your tax professionals
  • Charitable Planning
  • Business Consulting
Monitoring and Reporting
  • Centralized real time data
  • Secure document storage
  • Technology solutions
Risk Management
  • Life Insurance Review
  • Property and Casualty Review
Estate Planning
  • Trust Planning and Review
  • Wealth Transfer
  • Reporting and Flowcharts
  • Integration with legal counsel