Douglas Fiek

"We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About Douglas Fiek

Welcome

Technology founders, entrepreneurs, and executives have busy lives and ambitious goals. My team and I help them regain time and enact a more purposeful approach to their wealth.
With more than 30 years of experience, we offer a perspective that has been refined over numerous market cycles, allowing us to help wealth creators capitalize on the opportunities—and sidestep the potential pitfalls—that substantial wealth can pose. Clients come to see us as trusted resources who offer a perceptive understanding of their lives—personally and professionally.

The difference we offer

Our client relationships are close-knit and long lasting. Clients look to us to orchestrate multiple facets of their wealth, including investments, planning, trust and estate services, banking and lending, and charitable giving.

Our approach is distinguished by:

  • Advising a limited number of clients, ensuring personalized attention, customization, and responsiveness.
  • We collaborate effectively with clients' tax and legal intermediaries for clear communication on time-sensitive initiatives.
  • We derive genuine joy from helping people live more satisfying and rewarding financial lives.

Our investment approach

We delve into each client's circumstances, designing bespoke portfolios reflecting their unique goals, timeframes, risk tolerance, and tax situation.
We look to treat clients with the same level of diligence and care with which we manage our own financial affairs:
Our fee-sensitive perspective is grounded in careful stewardship of client assets.

Meet Our Team

Insights

Outlook

Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.