In this video, Bob Doyle, President and Chief Investment Officer, explains the Doyle Wealth Management investment process.
It is a pleasure to welcome Joshua Pisa to the firm who will provide tax services and tax research for clients. Josh previously worked for Ernst & Young in Tampa, Florida providing professional services in the areas of comprehensive financial planning and tax compliance for high-net-worth individuals, trusts, and estates.... read more →
Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how... read more →
Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P... read more →