Patrick Dougherty

Patrick Dougherty Email and Phone Number

Principal WPWealth @ WPWealth
fort worth, texas, united states
Patrick Dougherty's Location
Dallas, Texas, United States, United States
Patrick Dougherty's Contact Details

Patrick Dougherty personal email

n/a

Patrick Dougherty phone numbers

About Patrick Dougherty

Patrick Dougherty, CFP®, is the founder and President of Dougherty Wealth Management, LLC. Mr. Dougherty began his advisory career in the late 90's at Merrill Lynch. His decision to create his own firm in 2005 grew out of a desire to offer fee-only advisory services with a strategy that enables and empowers clients to achieve and experience their "ideal" life for their families. Dougherty Wealth Management is a Registered Investment Advisory firm.Services: Wealth Management - Multi-generational transfers; financial planning; asset allocation; investment selection; tax planning; risk management; retirement income strategies, education planning, and estate planning.Professional AffiliationsJournal of Financial Planning - Editorial Review BoardFinancial Planning Association - Charter Member - Career Development Chair of local boardSouthern Methodist University Center for Professional Education - InstructorUniversity of Dallas Graduate School of Management - Adjunct Professor, 2004-2011Dallas Estate Planning CounselCopernicus Group - Professional study group - Co-FounderCertifications/AwardsCFP® - Certified Financial Planner Certificant.Accredited Estate Planner"Best Financial Planner in Dallas" - Peer Nomination to D Magazine's list of "Best Financial Planners in Dallas."

Patrick Dougherty's Current Company Details
WPWealth

Wpwealth

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Principal WPWealth
fort worth, texas, united states
Website:
wpwealth.com
Employees:
14
Patrick Dougherty Work Experience Details
  • Wpwealth
    Principal
    Wpwealth Aug 2024 - Present
    Dallas, Texas, United States
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  • Dougherty Wealth Management
    Founder And Principal
    Dougherty Wealth Management Apr 2005 - Sep 2024
    Dallas, Texas, United States
    Dougherty Wealth Management is an independent, fee-only financial advisory firm. Our clients are busy with their work, their families, and other meaningful activities. We are advisors and teachers. We partner with our clients to help them develop goals, achieve objectives, and ensure their legacies.Our approach to portfolio design is to ensure that it is consistent with the client's Wealth Management Plan, therefore each one is different. At Dougherty Wealth Management, we offer access to unique, proven, institutional asset class investments with low expenses to include: domestic markets, international developed markets, and international emerging markets. Your portfolio will reflect your needs.
  • Southern Methodist University
    Instructor
    Southern Methodist University 2012 - 2018
    Dallas, Texas, United States
    Mr. Dougherty taught the course, Financial Planning Strategies and Case Studies which serves as the capstone course for the Southern Methodist University's CERTIFIED FINANCIAL PLANNER Certificate Program. The Financial Planning Strategies and Case Studies course teaches both basic and complex, comprehensive financial planning and wealth management, as well as the seven-step financial-planning process. The curriculum uses individual and group work and participation to create and deliver a comprehensive financial plan to the class. This experience serves a model for application as a CFP professional.
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  • The University Of Dallas
    Adjunct Professor
    The University Of Dallas 2004 - 2011
    Irving, Texas, United States
    Mr. Dougherty served as an Adjunct Professor in the University of Dallas Graduate School of Management's Master of Business Administration Program, teaching courses in their CERTIFIED FINANCIAL PLANNER Certificate Program.The Certificate Program includes the study of: Financial Planning; Risk Management; Investment Management; Retirement Planning; Employee Benefits; Tax Planning; Estate Planning; and Financial Planning Strategies.
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  • Wells Fargo Advisors
    Senior Financial Advisor
    Wells Fargo Advisors 2002 - 2005
    Dallas, Texas, United States
    Advised and managed a private client portfolio of high-net-worth families to include investment portfolio management and comprehensive wealth management.Supported the management of a region of Wells Fargo locations by providing financial services in financial planning and investment management to their clients.
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1999 - 2002
    Dallas, Texas, United States
    Recruited by Merrill Lynch upon graduation from business school. Received their "Rookie of the Year" award from a class of twenty-four new advisors.Successfully completed Merrill Lynch's 2-year Professional Development Program. Developed my financial planning and investment management practice within Merrill Lunch's Private Client Group.My practice involved a comprehensive financial planning-based approach to investment portfolio management, estate planning, and private banking services with high-net-worth clients.
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Patrick Dougherty Education Details

Frequently Asked Questions about Patrick Dougherty

What company does Patrick Dougherty work for?

Patrick Dougherty works for Wpwealth

What is Patrick Dougherty's role at the current company?

Patrick Dougherty's current role is Principal WPWealth.

What is Patrick Dougherty's email address?

Patrick Dougherty's email address is pa****@****ail.net

What is Patrick Dougherty's direct phone number?

Patrick Dougherty's direct phone number is +197282*****

What schools did Patrick Dougherty attend?

Patrick Dougherty attended The University Of Dallas, The Wharton School, University Of North Texas, The University Of Dallas.

Who are Patrick Dougherty's colleagues?

Patrick Dougherty's colleagues are W.p. Richardson, Clu, Jackson Suss, Deanna Hall, Aif®, William Richardson, Gracie Topel, Jared Archer, Cpa/abv, Cfp®, Cepa®, Bree Miller, Cfp®,cpa.

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