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Bill with SteelheadThe owner and principal of Dougherty & Associates, CPAs, Bill is an accounting and Financial Services entrepreneur providing financial and tax advice for over 27 years in the Coeur d'Alene/Post Falls, Idaho area.

Bill has built a successful financial services firm, Wealth Management Strategies, LLC, with diverse clientele of regional and international individuals, businesses, trusts, and nonprofits.  His areas of expertise include tax planning, estate planning, investment portfolio selection, risk management and real estate investment strategies.

Outside the office, Bill enjoys cooking, ATVing, fly fishing and spending time outdoors with family and friends.

Certified Financial Planner   Personal Financial Specialist

Certifications:

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Personal Financial Specialist

Affiliations:

  • Financial Planning Association
  • American Institute of Certified Public Accountants (AICPA)
  • Idaho Association of Public Accountants
  • Idaho Society of Certified Public Accountants
  • Greater Coeur d'Alene Chamber of Commerce
  • Post Falls Chamber of Commerce

Contact Bill:

bill@doughertycpa.com