Hale & Doerr Wealth Management LLC

Tripp Hale is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Hale & Doerr Wealth Management LLC since 2019. Prior to this, he worked with HD Vest in various roles from 2015 to 2019. Outside of his advisory work, he is the owner of Hale and Doerr, LLC, providing accounting and bookkeeping services, and serves as president of Turtles Down Farm, Inc. Hale & Doerr Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical methods and investment strategies tailored to client goals and risk tolerance. The firm incorporates alternative investments and maintains affiliations with accounting and insurance services as part of its broader approach.

Heather Doerr is a financial advisor at Hale & Doerr Wealth Management LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Hale & Doerr Wealth Management since 2019. Her prior experience includes roles at HD Vest Advisory Services and ERA, as well as involvement in business ventures such as Doerr Enterprises LLC and Hale and Doerr LLC. Hale & Doerr Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of analytical methods and trading strategies, offering diversified portfolios that may include alternative investments, while maintaining affiliations with accounting and insurance activities.