Helping your dreams take flight.
GOAL
IQ + EQ and our
commitment to this
philosophy is how we
help you and yours
experience life fully.
PURPOSE
To be exactly the
financial guide your
life requires.
Ensemble
Approach
Our expert advisors work one-on-one with clients while collaborating with colleagues to share knowledge and experiences. Learning is a shared value and continuous process within Doyenne, benefiting clients when that knowledge translates into individualized, creative, problem-solving advice.
Embracing
Technology
Ongoing investments in technology provide more efficiency and data to our advisors, who are freed up to devote more time to listening and translating data into information to facilitate clients’ financial decisions.
A Modern
Culture
With a unifying vision of guiding clients, our team members support and challenge one another, seeking fresh perspective in an inclusive, supportive environment.
Listening
Differently
When we understand what each client is striving to achieve, we can then share experience and knowledge to specify the range of options available to reach those goals. Before jumping to answers, we start with the questions that clarify the client’s vision of success.
Wealth is a responsibility and caring for yours is our way of life.
SERVICES
The Big Picture. The Little Picture.
The Whole Picture.
Once we understand your needs, it’s all about the details big and small – the grand plans, the minor nuances, and everything in between. And we’re here for all of it with a comprehensive and curated service, designed to do as little or as much heavy financial lifting as you need.
OUR COMPREHENSIVE SERVICES INCLUDE:
- Identifying, facilitating, and measuring achievement of short and long-term financial goals
- Educating both clients and family members to make effective financial decisions
- Integrating generations to effectively manage family wealth
- Crafting asset allocations and investment strategies to match financial goals
- Critically selecting and reviewing managers across asset classes
- De-mystifying estate planning and wealth transfer to integrate tools into broader planning and ongoing administration
- Incorporating desired charitable and philanthropic intentions into investment, cash management, and estate plans
- Optimizing executive compensation packages
- Integrating tax awareness and cash management into investments, wealth transfer, and everyday life
- Assisting with major purchases, from second homes to aircraft to family members’ educations and health expenses
- Preparing for life transitions including marriage, children, divorce, job changes, retirement, illness, and death
- Coordinating a team of trusted professionals, including accountants, attorneys, and other advisors
THE DOYENNE WAY:
A FIDUCIARY STANDARD
Every one of our Wealth Advisors is a Certified Financial Planner™ professional, and all advisory employees at Doyenne are required to become CFP® practitioners during their tenure. Clients hold us to the highest standard of care, and as a SEC-registered investment advisor, we are required to act in our clients’ best interest at all times as a fiduciary.
COMPLIANCE TOP OF MIND
We guard personal information vigorously and are subject to the Securities and Exchange Comissions’ (SEC) rules and regulations for Registered Investment Advisors. We are transparent with our employees and our clients, following a strict Code of Ethics.
NON-DISCRETIONARY ADVICE
Our relationship will be a partnership. We are here to empower you with our advice and assist you in making and implementing all final decisions. Our clients always remain informed and in control.
CUSTOMIZATION OF PORTFOLIOS AND ENTITY STRUCTURES
Every client is different, often maintaining different portfolios to meet different objectives. Each client portfolio is crafted using disciplined portfolio allocation standards personalized to specific goals. We believe in diversified portfolios, and work with clients to construct unique portfolios based on existing holdings, personalized targets, tax awareness, wealth transfer, and charitable opportunities.
CLIENT-SPECIFIC PLANNING PROJECTS
Realizing growing wealth from a lifetime of work? Shifting from saving to living on assets? Wondering if you can make a capital purchase or how best to finance a purchase? We bring years of client decision-making experience to each project, mixing quantitative expertise with holistic variable integration.
TAILORED REPORTING
Building our client facing reports is a thoughtful process. Our goal is to share information that is helpful without being overwhelming. We help you evaluate success, both absolute and relative, and consider when and how to make changes.
Learn about the Doyenne Difference.
We’d love an opportunity to tell you more about our mission to connect wealth and wellbeing on a deeper level. Talk to one of our founders today.
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.
© 2022 doyenne wealth advisors