DISCOVER DOYENNE WEALTH ADVISORS
Wealth Management that Combines EQ + IQ
Doyenne Wealth Advisors listens to and serves couples and families who have built their wealth and seek integrated counsel to help protect their financial security while making a difference for their families and communities.
ABOUT
Intuitive. Insightful. Impactful.
We apply our knowledge, professional expertise, experience, and objectivity to the financial challenges in your life and seek to offer creative solutions to simplify the complexity.
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SERVICES
The Big Picture. The Little Picture. The Whole Picture.
We have expertise in multigenerational wealth planning to help navigate the complexities and nuances of wealth and support your financial goals, life priorities, and legacy objectives.
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Approach
Where Intellect and Empathy Intersect.
We believe effective wealth planning requires more than financial expertise. We lean into our emotional intelligence to understand how your wishes, motivations, and attitudes regarding wealth influence your perspective of life and legacy.
WHAT IS IQ + EQ
We are passionate
about helping you
experience your life
fully, connecting
wealth and
wellbeing.
FAQs About Engaging Doyenne Wealth Advisors
When is the right time to engage with Doyenne Wealth Advisors?
Doyenne typically engages with clients when they are ready for change.
Most clients begin their Doyenne journey with a personal question – e.g., How do we coordinate variables across two careers, an inheritance, our children’s independence, and our charitable intentions? How do we shift from accumulating wealth to living on wealth to giving away wealth?
Often, new clients look to partner with Doyenne after working with another advisor or from managing investments, tax, cash, and charitable planning on their own. There may be single or multiple life events, such as the sale of a business or an inheritance. Clients may simply be transitioning to a new phase in life that requires them to be more financially strategic to reach their goals.
Does Doyenne Wealth Advisors have a client minimum?
Many of our clients have or will likely grow into a taxable estate that requires more complex planning needs.
We generally seek a minimum asset level of $10 million even as other factors such as complexity or a pending life event can impact the minimum.
Why choose a comprehensive wealth advisor?
A comprehensive wealth advisor considers a client’s unique planning needs when making asset management recommendations.
As a comprehensive wealth advisor, Doyenne makes investment asset recommendations while taking into account planning considerations such as estate planning, risk management, cash management, and tax concerns related to investments and a client’s overall portfolio.
DOYENNE HEADQUARTERS
227 W. Monroe Street, Suite 4650
Chicago, IL 60606
Formed in 2022, Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The SEC has not approved or disapproved the content of this website nor determined whether this website is accurate or complete.
CFP® is a designation issued by the Certified Financial Board of Standards, Inc. To earn the designation, candidates must have met the certification standards required by CFP Board, including completing initial and ongoing education, examination, experience, and ethics requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® is a designation issued by the CFA Institute. To earn the designation, candidates must pass three course exams, each requiring approximately 250 hours of self-study, and have completed four years of qualifying work experience. Chartered Financial Analyst® and CFA® are registered trademarks owned by the CFA Institute.
IACCP® To earn the designation of Investment Adviser Certified Compliance Professional candidates attend a series of courses sponsored by industry organizations over a period of up to eighteen months focused on investment adviser regulatory obligations and requirements. Candidates must pass an exam and meet on-going annual continuing education requirements thereafter.
*FAQ Important Disclosure: The information contained in the FAQs is provided for educational and informational purposes only and should not be construed as personalized investment, legal, accounting, or tax advice. The applicability of any planning strategy depends on an individual's specific circumstances. Clients should consult with their legal, tax, and accounting professionals before implementing any strategy. Investing involves risk, including the possible loss of principal. There can be no assurance that any investment or planning strategy will achieve its intended objective.