Doench Wealth Management, LLC

Doench Wealth Management, LLC provides ongoing portfolio management and advisory services to individuals, high‑net‑worth clients, and small business retirement plans (SIMPLE), preparing an Investment Policy Statement for each client. The firm advises on mutual funds, fixed income, equities, exchange‑traded funds (including precious‑metals ETFs) and non‑U.S. securities, and offers both discretionary and non‑discretionary account management.

The adviser combines multiple analytical approaches — charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and implements long‑term and short‑term strategies as well as options strategies (primarily covered calls, cash‑secured puts and spreads, not naked calls). Clients receive individualized plans and periodic reviews, and DWM may use model portfolios while seeking fair and equitable allocation of investment opportunities across accounts.

As a small, single‑adviser firm with roughly $4 million in assets under management and about 20 client relationships, DWM’s explicit use of options trading together with exposure to precious‑metals and emerging‑market/non‑U.S. ETFs is distinctive for a firm of its size. The brochure also discloses that the firm requires clients to custody assets at TD Ameritrade Institutional (Schwab Advisor Services) and may receive research or other services from custodians (soft‑dollar benefits), and notes the principal has rental income outside the advisory business — items clients may consider when evaluating potential conflicts.