 |
|
|
Donohue Wealth Management,
a Registered Investment Advisor
 |
Partnering with clients to help create, protect and preserve their wealth through objective financial planning and strategic investment management |
What is your vision of retirement? Do you have peace of mind knowing you are financially prepared and living life to its fullest? Or are you spending your time worrying about outliving your money?
For more than 20 years, Michael Donohue has been enhancing clients’ lives by combining broad and deep technical financial expertise with the ability and desire to understand what matters most to every client.
Donohue Wealth Management’s clients have unique individual circumstances, and they rely upon us to analyze and develop personalized solutions. By providing advice and insight regarding financial alternatives and educating with clear explanations of relevant concepts, we can help transform financial visions into reality.
We believe comprehensive wealth management is not found in any one product or technique but through a thoughtfully designed game plan centered around the personal vision of each client. We look forward to exploring how Donohue Wealth Management can help create, protect and preserve your wealth so your vision can become your reality.
|
Areas of Focus
| | | Financial Planning |
|
Map
Click and drag
|
Michael Donohue is a Registered Principal with and securities offered through
LPL Financial, member FINRA/SIPC. CA Insurance Lic 0685025.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the San Diego area (includes San Diego county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 11,400 wealth managers in the area. 1,014 award candidates in the San Diego area were considered for the award, of which 284 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or San Diego Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|