At Doyle Wealth Management, we understand the challenges that come with the accumulation and preservation of wealth. Should I maximize my 401(k), contribute to a Roth IRA, or start saving money in my child’s college education fund? Do I really need to do any estate planning? Am I diversified enough? Are my accounts titled properly? How should I invest the money I have saved?
We are proud to announce that we are able to offer on-going investment management and financial planning education to a limited group of clients who are committed to long-term financial success. We are calling this program our PARTNER Program.
Our PARTNER Program will offer comprehensive financial planning and investment management. Topics will include:
In addition to active portfolio management expertise, clients accepted into our PARTNER Program are provided with financial planning and strategy meetings, educational resources, and a dedicated Portfolio Analyst backed by a team of investment professionals.
The PARTNER Program is tailored to individuals who are still in the wealth accumulation phase of their careers. These professionals may not qualify otherwise due to our higher asset minimum, but they have the ability to save and invest, and the desire to strengthen their financial futures. Among financial planning and advisory firms, this population is typically underserved.
At Doyle Wealth Management, we pride ourselves in the long-term trusted relationships we have established with our clients. We decided to launch this program after receiving repeated requests from our clients asking us to assist their children and other loved ones. This program will take the trusted relationship Doyle Wealth Management clients have enjoyed and extend the offer to those who are committed to long-term financial success.
We are accepting qualified candidates who are both committed to growing their wealth through a structured saving and investing strategy, and looking to ‘Partner’ with the expertise of Doyle Wealth Management. If you or someone you know would benefit from our PARTNER Program, we would welcome the opportunity to discuss it further. Please call or emailfor more information.
Chief Equity Strategist & Director of Research
“We are committed to sound research, a disciplined investment process, and risk management.”
The CFA charter is awarded by the CFA Institute and is a qualification for finance and investment professionals, particularly in the fields of investment management and financial analysis of stocks, bonds and their derivative assets. The program focuses on portfolio management and financial analysis, and provides generalist knowledge of other areas of finance. Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations. Additionally, chaterholders are required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.