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Archive for April 2018

DWM Ranked in Forbes and Barron’s

Bob Doyle and Doyle Wealth Management were ranked number 3 (in Florida-North) in the Forbes Best-In-State Wealth Advisors listing out of 500 advisors in the February issue. We are proud of our selection in this distinguished publication and honored to serve our clients and community. Additionally, Doyle Wealth Management was... read more →
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Tales of Taxation and Philanthropy

As we approach April 15th, the fact that the sun is setting on a tax code we have known for several decades is becoming very real. After we complete our annual filing to our friends at the IRS, I suspect we will all give a bit more thought as to... read more →
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Nine Years (and a Hiccup)

As the anniversary of the March 9, 2009 stock market bottom came and passed a few weeks ago, the bull that had been running roughshod over those nine years finally took a pause to catch its breath. Most of you have heard of one of the most recognizable and time-tested... read more →
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DWM Welcomes Andrew Lundin, CFP®

DWM is happy to announce the hiring of Andrew Lundin, CFP®, who joined the firm in March as a Wealth Manager. He has over 10 years of experience in the financial services industry helping clients define their goals, and providing them simple and concise solutions to their complex financial worries.... read more →
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