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.
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.