Dougherty & Associates specializes in helping meet the financial and wealth management needs of affluent individuals and business owners. We help assure that lifetime financial goals and income needs are met. We educate our clients on important financial planning issues in areas such as estate and tax reduction strategies and assist them in developing intelligent and sophisticated solutions.

We help communicate our client’s goals to their other trusted professional advisors so that knowledge is shared and best outcomes can be realized.

Whether you are planning your retirement, retired, recently widowed, or suddenly single, you may benefit from our sophisticated modeling of your present and future financial condition.

If you are a successful business owner, our planning services can assist you in developing the appropriate retirement plan, or prudent diversification strategies to keep you financially secure, as well as business transition and asset protection strategies.

Our wealth advisory services include an open architecture, non proprietary approach to the development of a strategy to match your goals. We use a wide array of world class, nationally renowned separate account money managers. We provide integrated tax management strategies and gain/loss coordination for your taxable portfolio. We can aggregate all your accounts, including outside accounts not actively managed by us, for consolidated reporting and for detailed portfolio analysis.

We provide very sophisticated investment services and a wide array of options, all delivered within the context of a customized wealth management plan tailored specifically for you. Call us to request a portfolio evaluation.

We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face.

Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives. We also work closely with your advisors to ensure that the alternatives you choose complement any existing business, estate tax or investment strategies.

In developing your personal financial plan, we also draw upon the specialized knowledge of other Lincoln Financial Advisors' professionals such as investment specialists and plan designers. This professional staff handles many situations each year involving the complex financial issues our clients face. This translates into our ability to help you achieve your goals.

CRN: 200710-2008853