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Paula J Dougherty

MBA, CFP®, BFA, APMA, ChFC®, CRPC, CLU®, CASL®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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    I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
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Honored to be recognized in Forbes

I’m excited to share that Achieve Private Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.