Dougherty Wealth Advisers

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Dougherty Wealth Advisers — overview

About

Dougherty Wealth Advisers is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, financial consulting, estate planning, family governance, cash flow planning, education planning, tax planning, wealth transfer, investment management, portfolio management and wealth management. The firm advises individuals, high-net-worth individuals, trusts, estates, and charitable organizations.

Dougherty Wealth Advisers - known decision makers (10)

Position	Location	Asset Class
Chief Executive Officer,Chief Investment Officer	Wayzata, US	GEN
Director of Investments	Wayzata, US	GEN
Director of Operations	Wayzata, US	GEN
President	Wayzata, US	GEN
Senior Accountant	Wayzata, US	GEN

Showing 5 of 10 known decision makers Dougherty Wealth Advisers

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