Dougherty Wealth Advisers LLC

Alex Wattermann is a financial advisor at Dougherty Wealth Advisers LLC with a Series 65 designation and two years of industry experience. Prior to joining Dougherty Wealth Advisers, he worked at United Parcel Service, Inc and was affiliated with the University of Minnesota, Duluth. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning, tax, and consulting services. The firm uses asset allocation models tailored to client-specific objectives and risk tolerances, typically implementing portfolios with mutual funds and ETFs while also incorporating individual securities and alternative investments.

Jose Cabrera is a financial advisor at Dougherty Wealth Advisers LLC with four years of industry experience. He holds a Series 65 designation and has worked at Dougherty Wealth Advisers since 2018. Prior to that, he was employed by 3M and also spent time at St. John’s University. Outside of his advisory role, he serves as Finance Director for The Cause International, LLC, a clothing company focused on team uniforms and streetwear. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts, estates, charitable organizations, and high net worth clients. The firm uses asset allocation models informed by market data and client objectives to construct portfolios typically using mutual funds and ETFs, along with other investment vehicles, while offering ongoing monitoring and comprehensive financial planning services.

Todd Witcraft is a financial advisor at Dougherty Wealth Advisers LLC with 11 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior experience includes roles at The KNW Group LLC and NorthRock Partners, LLC. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients. The firm manages approximately $505 million in client assets, using asset allocation models tailored to client objectives and risk tolerances, and implements portfolios primarily with mutual funds and ETFs.