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.