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  • Income Planning

    How much will you need? Where will it come from?

  • Human Capital

    Is human capital part of your plan?

  • Choosing an Advisor

    What does your advisor do more of - Talk? Or Listen?

  • Security

    How secure is your retirement? We can help you answer the question.

  • Financial Education

    Are you on your own, or does your advisor provide it?

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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.

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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?

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