Independent | Fiduciary
Wealth Management

Located in Spring Hill, Florida.

What Matters to Us:

Integrity | Excellence | Dependability
Communication | Family


Our dynamic approach is comprehensive and built for you.


A distinctive approach, backed by our exceptional qualifications.


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. 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

Nicholette Hamel, B.S.

Registered Investment Advisor Representative

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

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.

Serving Clients for more than 30 Years

A Tradition of Excellence