Chris Doughty, Cfp®, Crpc® Email & Phone Number

Greater Milwaukee Area

Specializing in the area of Behavioral Finance and Modern Portfolio Theory, I set my focus on building a lifelong foundation of trust with my clients. I use time-tested techniques, combining wisdom from the past with ideas of today, to craft financial plans unique to each of my clients.After taking the time to get to know each client as a person, I am able to develop a clear vision of his or her goals for the future. I then work closely with each client to craft, tailor and execute a plan to help make those goals a reality. I seek to simplify this aspect of my clients’ lives by continuously providing professional advice – allowing them to spend their time doing the things they are passionate about. I also work closely with clients’ other advisors, accountants and attorneys in order to orchestrate their financial plans as efficiently as possible. I am driven by an endless pursuit of wisdom and constant learning, which allows me to stay on the cutting edge of issues affecting my clients and their financial plans.I maintain a limited client base in order to provide each client with the focus and attention they deserve and mainly serve business owners, senior executives, and high net worth individuals.I am registered in 15 states, earned the CERTIFIED FINANCIAL PLANNER™ professional certification and Chartered Retirement Planning Counselor℠ designation as well as the Series 7, 24, 63, 65 and WI State Insurance licenses.

Greater Milwaukee Area

Greater Milwaukee Area

While at Ziegler, I co-founded and co-developed, the ReAct! Group and the ReAct! Program. ReAct! Standing for Retirement Action Plan, which was aimed at helping employees and executives navigate the complex maze of retirement decision-making and the income distribution phase perplexing most people. The program was embraced and run in many of the large 500 companies and Universities. The popularity and common sense approach outlined in the program gained us spots on broadcast television and print media including a monthly column in the 50 Plus newspaper and being featured in the book The Trust Equation, where 12 of the nation’s advisors were selected and held out as having demonstrated best practices for an investment advisory relationship. Branching off of the program came a sophisticated approach to investment management and the realization that Behavioral Investment Advising appeared to be the key to the individual’s success. Each of these principles became the foundation for the firm Alliance Wealth Management.

Greater Milwaukee Area

I joined Cleary Gull when the firm sought to broaden their reach to individuals and employees of corporations. Joining the Milwaukee office, my partner and I started the early phases of ReAct!, a new program geared toward education of individuals and investment management through behavioral finance and asset allocation. After Freedom securities bought Cleary Gull and the Milwaukee office was closed, my partner and I joined Ziegler to continue the development of ReAct!.

Greater Milwaukee Area

I began my career as a trainee with Dean Witter Reynolds. Having studied and trained in the World Trade Center in NYC I returned to Milwaukee to work in the downtown office where I developed my client base and philosophies on successful investment planning.

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