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Doherty Team

44 Old Ridgebury Road, Suite 150

Danbury,

CT

06810

doherty-info@wealthenhancement.com

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Meet with us

About the Doherty Team

It’s not what you earn—it's what you keep. That’s why we’re dedicated to providing comprehensive financial management services helping you get the most out of your money. Specializing in retirement income planning, tax strategies, special needs planning, and business owner succession strategies, we take a holistic approach that focuses on reducing the risks that affect a client's financial life—from your working years through retirement.

Advisory Team

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Patrick Doherty

CFP®, CLTC®

Senior Vice President, Financial Advisor

Danbury, CT

Client Service Team

Dawn Loucks - Client Service Manager

Dawn Loucks

Client Service Manager

Danbury, CT

Resources from our team

Newsroom

Fortune: Patrick Doherty Featured in “Gen X Retirees Have Regrets Over How Much They Saved—They’re Copying Gen Z and Turning to Side Gigs”

Patrick Doherty, CFP®, CLTC®, ChSNC®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Fortune in an article titled, “Gen X Retirees Have Regrets Over How Much They Saved—They’re Copying Gen
Patrick Doherty CFP®, CLTC®

Newsroom

Parents: Patrick Doherty Featured in “A State-by-State Breakdown of Exactly How Much It Costs to Raise a Child”

Patrick Doherty, CFP®, CLTC®, ChSNC®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Parents in an article titled, “A State-by-State Breakdown of Exactly How Much It Costs to Raise a Child.” 
Patrick Doherty CFP®, CLTC®

Newsroom

GOBankingRates: Patrick Doherty Featured in “Social Security and Inflation in 2025: 8 Ways To Prepare for Cost Increases”

Patrick Doherty, CFP®, CLTC®, ChSNC®, Senior Vice President, and Financial Advisor of Wealth Enhancement Group was featured by GOBankingRates in “Social Security and Inflation in 2025: 8 Ways To Prep
Patrick Doherty CFP®, CLTC®

Team locations

Danbury, CT
44 Old Ridgebury Road, Suite 150, Danbury, Connecticut, 06810
(203) 790-4949
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.