In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it's important to plan your investments around your long-term goals.
In our latest video, Bob Doyle and Chief Development Officer Anne Drake McMullen explain what a fiduciary is, and why it is critical that your adviser adheres to the fiduciary standard.
In this video, Bob Doyle, President and Chief Investment Officer, explains the Doyle Wealth Management investment process.
It is a pleasure to welcome Joshua Pisa to the firm who will provide tax services and tax research for clients. Josh previously worked for Ernst & Young in Tampa, Florida providing professional services in the areas of comprehensive financial planning and tax compliance for high-net-worth individuals, trusts, and estates.... read more →
Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how... read more →
Another year is in the record books, and we are fresh into 2018. So before we go too far, let’s take a brief look back over the past couple of years. 2016 started off with what was termed “the worst first six weeks in the equity market’s history.” The S&P... read more →
On December 22, the "Tax Cuts and Jobs Act" became law. This new law is the largest reform to the tax code since the Tax Reform Act of 1986. This new law has been widely discussed for the significant cuts to the corporate tax rates. Below, however, we will summarize... read more →
Saving for retirement just got a little bit easier. According to a recent article in Kiplinger, "2018 Retirement Contribution Limits for 401(k)s and IRAs," retirement contribution limits are increasing next year. 401(k)s: The annual contribution limit in 2018 will be increased from $18,000 to $18,500. This jump also applies to 403(b) and... read more →
In this video, Bob Doyle and Michael Chren explain who Doyle Wealth Management is, how we got started, and how we tailor our portfolios to meet our clients' specific objectives.
DWM would like to extend a warm congratulations to Cassandra Smalley on her recent ranking in the Forbes list of America's Top Next-Generation Wealth Advisors. Cassandra is among 32 millennial wealth managers from the state of Florida and the only advisor from St. Petersburg to make the ranking which is based on, among other... read more →
