The Doering Wealth Management Group works with affluent families, pre-retirees, and retirees who look for experienced, approachable, and accessible financial advisors.  A father-son team, we strive to serve our clients and their families across multiple generations.  When working with new clients, we gather facts, plan, guide, and review with them as needed. 

Our clients can expect a high level of communication and responsiveness to their needs and ever-changing circumstances.  We prefer to meet with our clients at least annually, but will meet more if it is requested.