Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Women's Financial Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Charitable Giving Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Paula J Dougherty, Ameriprise Circle of Success, 2018-2024
  • Paula J Dougherty, Forbes Best-in-State Wealth Advisors, 2022, 2026
  • Paula J Dougherty, Forbes Best-in-State Women Wealth Advisors, 2022-2026
  • Achieve Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Achieve Private Wealth, Ameriprise Client Experience Award, 2023-2024

Community participation