Patrick Doherty

Senior Vice President, Financial Advisor · Wealth Enhancement Group

Wealth ManagementDanbury, CT23+ years experience

Senior Vice President and Financial Advisor at Wealth Enhancement Group in Danbury, Connecticut, a Certified Financial Planner specializing in retirement income planning and lifestyle sustainability for business owners, executives, and families, with a career in financial services dating to 2002.

Last reviewed: 7/30/2026

Patrick Doherty

Senior Vice President, Financial Advisor Wealth Enhancement Group

Last Reviewed: July 30, 2026

Executive Summary

Patrick Doherty, CFP®, CLTC®, ChSNC®, is Senior Vice President and Financial Advisor at Wealth Enhancement Group in Danbury, Connecticut. He specializes in retirement income planning and lifestyle sustainability for business owners, executives, and families, with more than two decades of experience in financial services.

Career Highlights

  • Named to Wealth Enhancement’s 2026 group of 33 advisors recognized on the Forbes Best-In-State Wealth Advisors list.
  • Named to InvestmentNews’s 2026 Top Financial Professionals ranking.
  • Featured in Consumer Affairs and Fortune for commentary on retirement tax and savings strategy.
  • Developed the Lifestyle Sustainability Scorecard(TM), a proprietary planning tool.
  • Began his financial services career at Morgan Stanley in 2002.

Professional Journey

Doherty launched his career as a financial advisor with Morgan Stanley in 2002, later moving to Commerce Capital Markets before joining Reby Advisors in 2006, seeking a firm culture centered on fiduciary, relationship-driven advising. When Wealth Enhancement Group acquired Reby Advisors, Doherty became part of the firm, where he has continued to build his practice from its Danbury, Connecticut office.

Doherty’s practice focuses on helping clients – primarily business owners, executives, and families – develop retirement income strategies designed to generate predictable income while minimizing risks that could derail their long-term financial goals. He created the firm’s Lifestyle Sustainability Scorecard(TM), a proprietary tool used to assess and plan for clients’ long-term financial sustainability. He holds the CFP, CLTC, and ChSNC designations, reflecting a practice spanning comprehensive financial planning, long-term care planning, and special needs planning. He and his wife, Carol Ann, have five children.

Education

Specific undergraduate institution was not confirmed from publicly available sources for this individual.