Dougherty & Associates was founded by Charlotte Dougherty, CFP to help individuals, families, and businesses achieve their true financial potential through the knowledge and guidance that results in best possible outcomes. We provide customized, unbiased, intelligent guidance and operate under fiduciary standards.
We earn the trust of each of our clients by partnering with them so that there is confidence about choices that must be made. We are passionate about helping people on their journey to realizing their financial goals over time, as they define them. We begin with a process that helps us discover what is important and valued by our client.
We earn the trust of each of our clients by partnering with them so that there is confidence about choices that must be made. We are passionate about helping people on their journey to realizing their financial goals over time, as they define them. We begin with a process that helps us discover what is important and valued by our client.
Services
Dougherty & Associates focuses on wealth management. We assist people in planning for critical life events such as retirement, loss of a loved one, and/or significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients & objectives and, most importantly, values, can only be achieved using a thorough, sophisticated planning process.
At Dougherty & Associates, our purpose is to guide you to a more secure future, navigating life's passages along side you, step by step. We look at every possible way to help you maximize all you've achieved in life. We offer a full range of wealth advisory services designed to help satisfy your personal financial needs.
Many of our clients have long-term advisors - an attorney, or a CPA. We supplement and coordinate the work these advisors do for your estate, retirement and business owner planning. Specifically, we look at all areas of your financial plan and pull them together in a cross-disciplinary manner to most effectively help meet your financial security and asset preservation needs and objectives.
At Dougherty & Associates, we help bring order to your financial life. We are passionate about buidling a partnership to help you follow through on your personal financial commitments and goals. We begin by exploring what and who matters to you in your life, so that we know and understand what is important and valued.
The core of our planning services is our innovative process that develops confidence and direction for your future. Through the creation of a customized financial strategy, your own financial condition model, we assist you in identifying, developing and achieving your most important goals and objectives.
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