BusinessWire recently covered the addition of a new office location lead by Rick and Alecia Dougherty, highlighting how they feel that Uniting Wealth Partners was the right move for their team and their clients. Markets can shift, priorities can shift, challenges can shift but the goal of continued growth and succession shouldn’t.
In the article, Rick Dougherty expressed how he sees this move as a natural value-add: “As we look ahead to the ongoing growth of our firm and what’s next from a succession perspective, we were drawn to the advantage Uniting Wealth Partners provides to maintain our independence while accessing the resources we need to expand our services and appeal to a potential buyer in the future.”
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*As of June 30, 2025