DISCOVER DOYENNE
STRATEGIES
to achieve.
doyenne services
The Big Picture. The Little Picture. The Whole Picture.
The Big Picture. The Little Picture.
The Whole Picture.
Wealth affords access and opportunities to discover new possibilities—whether you want to travel the world, find your philanthropic purpose, or lay the foundation for posterity. Doyenne Advisors want to help you fulfill the aspirations you have for yourself and your family.
We have expertise in multigenerational wealth planning to help you navigate the complexities and nuances of your wealth and safeguard your dreams, your life, your legacy. Our priorities are consistently driven by your circumstances and what matters most to you at every stage of your journey. We offer comprehensive and customized service, dedicating a well-suited team and resources to help prepare you to take control of your destiny comfortably and confidently.
Wealth affords access and opportunities to discover new possibilities—whether you want to travel the world, find your philanthropic purpose, or lay the foundation for posterity. Doyenne Advisors want to help you fulfill the aspirations you have for yourself and your family.
We have expertise in multigenerational wealth planning to help you navigate the complexities and nuances of your wealth and safeguard your dreams, your life, your legacy. Our priorities are consistently driven by your circumstances and what matters most to you at every stage of your journey. We offer comprehensive and customized service, dedicating a well-suited team and resources to help prepare you to take control of your destiny comfortably and confidently.
Our Comprehensive Services Include:
planning
- Identifying, measuring, and facilitating achievement of short- and long-term financial goals
- Optimizing executive compensation packages and business ownership sales
- 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
INVESTING
- Crafting investment strategies to match financial goals
- Critically selecting and reviewing managers across asset classes
GIFTING
- 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
EDUCATING
- Educating both clients and family members to make effective financial decisions
- Integrating generations to effectively manage family wealth
Our Comprehensive Services Include:
planning
- Identifying, measuring, and facilitating achievement of short- and long-term financial goals
- Optimizing executive compensation packages and business ownership sales
- 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
INVESTING
- Crafting investment strategies to match financial goals
- Critically selecting and reviewing managers across asset classes
GIFTING
- 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
EDUCATING
- Educating both clients and family members to make effective financial decisions
- Integrating generations to effectively manage family wealth
It’s all about the
details big and small
– the grand plans,
the minor nuances,
and everything in
between.
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
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