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Matthew Daugherty, Private Wealth Advisor serving the Westlake, OH area - Ameriprise Advisors

Matthew Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Balanced Wealth Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Interests

  • My wife, Katie and I enjoy taking long walks with our children through the Cuyahoga County Metro Parks systems.
  • We enjoy spending time on the water; boating, paddle boarding, swimming and fishing on and around the Lake Erie Islands throughout the summers.
  • I am an avid Cleveland Sports fan and have complete confidence that the Browns will be in the Super Bowl soon!

Awards & recognition

  • Ameriprise Circle of Success, 2018-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Ohio University College of Business, Bachelors of Business Administration 2001

Community participation

  • Past President of the Lakewood and Rocky River Rotary Foundation and Club
  • Member of the Ohio University College of Business Finance Advisory Council
  • I volunteer my time teaching youths about finance, the economy and the community they live in through Junior Achievement of Greater Cleveland