About DOENCH WEALTH MANAGEMENT, LLC
DOENCH WEALTH MANAGEMENT, LLC, is an independent financial advisory firm that provides comprehensive wealth management services to clients. With a focus on building long-term relationships and providing personalized solutions, the firm helps clients navigate the ever-changing financial landscape.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management solutions
- Builds long-term relationships with clients
- Navigates the complicated financial landscape
Facts and Insights
DOENCH WEALTH MANAGEMENT, LLC was founded in 2005 by Jane Doench, a highly experienced and knowledgeable financial advisor. The firm is headquartered in New York City and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
- High-net-worth individuals
- Families
- Business owners
- Trusts
- Non-profit organizations
Fees & Compensation
DOENCH WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive any commissions or incentives for the products they recommend. This allows the firm to act in the best interest of their clients without any conflicts of interest.
Background
Jane Doench, the founder and CEO of DOENCH WEALTH MANAGEMENT, LLC, has over 20 years of experience in the financial industry. She is a Certified Financial Planner and holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. She is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
DOENCH WEALTH MANAGEMENT, LLC prides itself on transparency and ethical practices. As a registered investment advisor, the firm is legally obligated to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which can be found on the Securities and Exchange Commission’s website.