Independent | Fiduciary
Wealth Management

Located in Spring Hill, Florida.

What Matters to Us:

Integrity | Excellence | Dependability
Communication | Family
Let's begin.

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.

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical stance in our industry. We have a regulatory legal requirement as a fiduciary to look out for the best interest of our clients. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Our Company

John A. Dougherty, CPA, MBA

Registered Investment Advisor Representative

Seann A. Dougherty, BS

Registered Investment Advisor Representative

Patrick Manconi

Registered Investment Advisor Representative

Nicholette Hamel

Registered Investment Advisor Representative

Melissa LeMasters

Administration Staff

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.

Our Services

Our Founder's recent book- Your Survival Guide for Financial Success: What You Positively Absolutely Need to Know is available on Amazon, Kindel, and Audible. 

Buy Book on Amazon Now

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.
Let's begin
(352) 238-6411

Serving Clients for more than 30 Years

A Tradition of Excellence

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to adviserinfo.sec.gov.
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