Based in Riverside, CT, we are a dedicated financial planner committed to providing clients with tailored strategies for financial success. As fiduciaries, we uphold the highest standards, acting solely in our clients’ best interests. Our comprehensive approach covers everything from retirement planning to life insurance, ensuring that each strategy is objective and personalized. We conduct regular reviews, rebalance investment accounts, and offer full transparency through our secure client portal. With specialized teams and an investment committee, we provide professional management and robust support for all aspects of your financial journey.

At Your Tailored Wealth, we provide personalized financial planning and wealth management services to help you achieve long-term financial success. Our expertise includes retirement planning, estate planning, and portfolio investment planning, ensuring a strategic approach to growing and protecting your wealth. We specialize in stock option planning, equity compensation, and executive financial planning, offering tailored strategies for professionals. As a fiduciary, we prioritize your best interests with tax-efficient investing, 401K services, and tax optimization to maximize returns. Let us guide you toward a secure financial future.

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Diastole Wealth Management provides all-encompassing wealth management services, beginning with free consultations and comprehensive financial plans, through implementation of investing strategies, monitoring of performance, performance reporting, and working with attorneys, accountants, and family members. We offer expert research and advice, and long-term goal and risk analysis. We provide access to a broad universe of investment managers and investment opportunities. We believe that nothing replaces personal attention, face-to-face meetings, and a team approach to helping you reach your goals.

As independent financial advisors, our mission is to provide our clients with the highest level of personalized service and guidance to help them pursue their financial objectives. At the heart of our practice is a commitment to helping individuals and small businesses navigate the complex world of wealth and retirement planning. We understand that everyone's financial situation is unique, and we take a personalized approach to developing comprehensive strategies that meet each client's specific needs and goals. Above all else, we do the right thing. Every time.

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Patrick Doherty is a Danbury, CT area financial advisor - ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.