John Dougherty, Jr.
320 Boston Post Road
John is the founder and owner of John T. Dougherty CPA, LLC, a certified public accounting firm in Westport, Connecticut, specializing in tax planning and preparation. *John may provide tax advice, but does not do so in his capacity as a registered representative of LPL Financial.
John opened his own practice after a distinguished career as a tax specialist with Ernst & Young and PricewaterhouseCoopers and as a partner in R. L. DePanfilis & Company. A noted educator, John started the accounting program at Katherine Gibbs in Norwalk, Connecticut in 1989.
Additionally, he delivered courses on real estate taxation and tax law changes and their impact for the state of Connecticut’s continuing education program for realtors. He has also taught accounting and mathematics at the Westchester Business Institute and its successor, the College of Westchester.
Understanding the interrelationship of investment strategies and tax management effectiveness, John joined Barnum Financial Group to expand the range of services available to his clients. He formed a strategic alliance with Anthony J. Truino, CERTIFIED FINANCIAL PLANNER™ professional based on a shared belief in the importance of taking a holistic approach to designing financial and tax strategies.
In 2010, John and Anthony joined forces with Michael Carbino, also a CERTIFIED FINANCIAL PLANNER™ professional to develop Barnum Wealth Management, a firm focused on serving a select group of wealthy individuals and their families as well as key executives and employees of major corporations. Supported by a team of internal and external specialists and resources, they were able to create and implement personal wealth management strategies tailored to each client’s specific goals, circumstances, and opportunities. In 2019, Anthony, Michael, and John created Twenty Four Wealth and aligned with Stratos Wealth Partners and LPL Financial as a hybrid registered investment advisors.
Tax planning is the cornerstone of wealth management, and John is a valuable resource structuring an overall strategy as well as advising on complex tax issues individual clients may be facing. He also keeps the team and, in turn, their clients current with changing tax laws, anticipating their impact and developing recommendations to prepare their clients for the changes.
John is a graduate of Iona College in New Rochelle, New York with a degree in accounting. He and his wife Arlene have two children and reside in Trumbull, Connecticut. An avid golfer, John is the treasurer of Birchwood Country Club in Westport, Connecticut.