Meet Bill
William P. ‘Bill’ Dougherty, CPA, CFP®, PFS - The owner and principal of Dougherty & Associates CPA’s since 1990, Bill is co-founder of Wealth Management Strategies LLC. He is an Accounting and Financial Services entrepreneur providing financial and tax advice for over 28 years in the Coeur d’Alene/Post Falls, Idaho area.
Bill has built a successful firm with a diverse clientele of regional and international individuals, businesses, trusts, and not-for-profits. His areas of expertise include tax planning, estate planning, investment portfolio selection, risk management and real estate investment strategies. Bill is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist, Real Estate Broker and Investment Advisor Representative.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC, to residents of Arizona (AZ), California (CA), Colorado (CO), Idaho (ID), Michigan (MI), Montana (MT), Utah (UT), Washington (WA).
Fee-based investment advisory services from this representative(s) available only to residents of Arizona (AZ), California (CA), Colorado (CO), Idaho (ID), Michigan (MI), Montana (MT), Utah (UT), Washington (WA).
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wealth Management Strategies LLC are not affiliated.
