About Donahugh Wealth Management
OUR STORY
OUR STORY
Our Mission
We help clients discover new routes to success by building wealth and a sustainable exit strategy form their privately owned business or professional career. Our mission is to use purposeful, impactful planning to empower the idea merchants of today by facilitating family business continuity and transitional wealth management services. Managing substantial wealth is an enormous responsibility. It requires experienced advice, specialized knowledge and customized solutions. As your “Chief Investment Officer”, we listen and work to understand your comprehensive financial situation and recommend innovative, customized solutions precisely targeted to achieve your objectives.
What Makes Us Unique
First and foremost, we are a client relationship centric company. Our first questions are : What are your dreams, goals and objectives? Where have you been? Where are you now? Where are you going? We listen to understand your complex family, financial, and professional situations, and recommend customized solutions to achieve those goals accordingly. We are especially equipped for multi-generational wealth transfer as a second generation business ourselves, living the dynamic of wealth transfer and business succession daily.
Our Investment Philosophy
We recognize our clients’ goals and objectives don’t change as often and the market does. Building, managing, and preserving wealth requires a long-term approach to investing, but not necessarily a set it and forget it mindset. Actively reviewing a portfolio weighed against goals and time frame is at the center of our investment philosophy.
We focus on quality investments to get clients closer to where they want to be. Our seasoned investment strategists and analysts recommend investments we believe will perform well over your timeline through both good and bad markets.
An important part of our practice is Asset Class diversification, minimizing exposure to market volatility and maximizing the opportunity gains over the long term.
No matter your destination, we work with you to design a course of action. We support our clients with candid advice and objective, tailored strategies — so you can navigate the rough waters with confidence.
Our Story
Chris followed in the footsteps of his late father, Dick Donahugh, a financial advisor influential in family owned businesses. Helping in his father’s firm from an early age, Chris learned firsthand financial planning principles, client service and how to operate a business. Chris and Dick worked regularly together to help family business owners like themselves. The Donahughs lead clients through the tense decision-making process of planning for business succession and creating a sustainable lifestyle after all is said and done, by paying particular attention to their clients’ income streams before and after the sale or transfer of their businesses.
After Dick’s passing, Chris was determined to continue his father’s legacy of providing exceptional financial service to family business owners and professionals, leading to the creation of Donahugh Wealth Management.
About Our Founder
Chris is a graduate of the University of California, Irvine, a member of the Family Business Institute, National Beer Wholesalers, California Craft Brewers Association and Engineering Contractors Association. Chris is a business owner and often asks, “Are you in business to make your life better or in life to make your business better?” His answer is clear as Chris loves spending time with his wife, Sue, cycling, skiing and traveling. Married for more than 20 years, they have two beautiful daughters, Brigitte and Linnea.
