4 Common Elder Scams

2023 Key Financial Data

In The News

Congratulations! Charlotte Dougherty, John Dougherty III and Andrew Tedesco have been named 2022 Five Star Wealth Managers!

Charlotte A. Dougherty, CFP®, John Dougherty III CFP® and Andrew Tedesco CFP® were named a Five Star Wealth Manager by FSP on 9/1/2022 for the time period of 1/3/2022 through 7/1/2022. 

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf 

The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.

 

Past News Articles

Kicking Your Grown Child Out — And Other Financial Ideas For Your 50s

Social Security benefits: 5 ways to increase your retirement checks 

Advisor Charlotte Dougherty on Supporting Clients' Life Choices

If you're in your 50s, here's how to get serious about planning for retirement

 

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.