The Doherty Team

Serving the greater Danbury, CT area.

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Contact

(203) 826-2743 doherty-info@wealthenhancement.com

Location

44 Old Ridgebury Road, Suite 150
Danbury, CT 06810
(203) 790-4949
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A team behind every plan

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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Meet Our Team

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Advisory Team
Client Service Team

Awards & Recognition

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  1. Awarded 6/16/26 for the period June 2026–June 2027.
  2. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  3. Awarded 2/25/26 for the ranking year 2026.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan
Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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