Dougherty Wealth Management, LLC


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.

Take a virtual tour of our offices.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Why choose an RIA?

Copyright © 2021 Dougherty Wealth Management, LLC. All rights reserved.