DOUGHERTY WEALTH MANAGEMENT

Dougherty Wealth Management is a fee-only Registered Investment Advisory firm based in Dallas, Texas, specializing in creating custom strategies for wealth management, asset protection, and multi-generational transfers... Our mission is to enable and empower our clients in making good decisions toward achieving financial security and their family goals. Our service offerings are wealth management, financial planning, and investment management, to include: retirement income planning, individually designed asset allocations and portfolios, and equity immunization strategies. We are compensated entirely from fees for purposes of consultation, plan development, or investment management... We have chosen to be fee-only to allow us the objectivity we believe is necessary to act in a fiduciary role for our clients. We sell no products. We make recommendations based on what is the most appropriate for the client.

Also known as: Dougherty Wealth Management, LLC

Primary location: Dallas United States