Charlotte A. Dougherty, CFP

Address: 8044 Montgomery Rd. Suite 450
Cincinnati, OH 45236
Contact: Charlotte A. Dougherty, CFP
Phone: (513) 745-7007
Fax: 5137459708

Certified Financial Planner

Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients' objectives and, most importantly, values, can only be achieved using a thorough, sophisticated planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.

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