Clients

Independent | Fiduciary Wealth Management

Located in Spring Hill, Florida.

What Matters to Us:

Integrity | Excellence | Dependability
Communication | Family

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Planning

Our dynamic approach is comprehensive and built for you.

Investments

A distinctive approach, backed by our exceptional qualifications.

Taxes

We weave expert tax consulting directly into your unique plan.

Our Company

As a fiduciary, we provide independent, objective advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.
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Meet Our Founder

John A. Dougherty, CPA, MBA

Registered Investment Advisor Representative

Meet The Team

Seann A. Dougherty, BS

Registered Investment Advisor Representative

Patrick A. Manconi, BS

Registered Investment Advisor Representative

Nicholette Hamel

Registered Investment Advisor Representative

Melissa Chaplain

Director of Administration

Our Services

Wealth Management built for you.

We are a wealth management firm, with expertise that we believe gives our clients an advantage. We invest our clients’ portfolios with the aim of ensuring consistent growth and minimized volatility over time.
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Get a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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(352) 238-6411

Serving Clients for more than 30 Years

A Tradition of Excellence