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In The News
Charlotte Dougherty awarded Envestnet’s second annual Essential Advisor™ Award
Congratulations to Charlotte Dougherty CFP, awarded Envestnet’s second annual Essential Advisor™ Award. Essential Advisor™ Award winners are selected from a field of more than 60,000 advisors http://bit.ly/EssentialAdvisor.
Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and 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 financial planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.
Do you have a written financial plan to create retirement income that will last for your lifetime? Contact us for a complimentary consultation.
Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:
- Asset allocation provides the foundation to managing portfolio risk and return potential;
- Tax efficiency and asset location are critical;
- Portfolio expenses must be scrutinized and minimized;
- Open architecture, non- proprietary solutions are evaluated;
- Our most important role is to be an objective advocate. Our goal is to not only to control costs, but to also be tax efficient and to manage risk.
We leverage the power of technology to drive our disciplined 5 step investment process.
The Women’s Choice Award Financial Advisor Program is based on 17 criteria associated with providing service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they pay a fee to participate in the marketing program. To learn more, visit http://bit.ly/1c1AqoK. Click the logo to see our profile