"Experience tells us that managing the wealth of clients requires that we also consider the decisions and emotions surrounding that wealth. By working closely with a limited number of families, we can do more for each and exceed our clients’ expectations."
The Douglas Team

The Douglas Team

"Experience tells us that managing the wealth of clients requires that we also consider the decisions and emotions surrounding that wealth. By working closely with a limited number of families, we can do more for each and exceed our clients’ expectations."
About The Douglas Team

Welcome


At The Douglas Team, we have spent over 30 years in wealth management, earning a reputation for advising our clients exceedingly well. We develop a deep familiarity with each individual's lifestyle goals, family dynamics, legacy aspirations and the challenges they face. These insights position us to deliver proactive, real-world advice—the kind that helps clients plan for the future they envision while also preparing for the unknown.
Our mission is to help you pursue your most meaningful financial goals and provide value that goes beyond dollars and cents.

Who do we serve?
Our practice is comprised of self-made women and men like you, including architects, entrepreneurs, executives, business owners, members of the technology community and generations of extended families. Our focus is primarily in Northern California, with an international footprint as well.
We have found that most clients come to us after reaching a point in their professional lives where their needs have evolved to a more sophisticated set of objectives. Many seek proactive guidance to address the opportunities that accompany substantial assets— from risk-managed investing and thoughtful retirement planning, to multi-pronged strategies that simultaneously address significant liquidity events, tax and legacy planning.

When we meet a new client, we may ask:
"What are you trying to accomplish?"
"Who are the important people in your life?"
"Why are you investing?"
"Are you here to beat the market?"
"What's not working for you now?"
"How can we be a positive influence across your financial life?"
Once we understand where you stand and the impact you want to make with your wealth, we run a portfolio analysis and look for overlapping investments. We also examine how trusts are titled and other aspects of your financial picture that may need attention.

What do we believe?

  • Privacy is a pillar of our offering. We place emphasis on building long-standing relationships so you can work with an advisor you know and trust.
  • You should not have to earn money twice. We take a risk-managed approach to investing, relying on J.P. Morgan's award-winning research1 , outlooks, market strategies and open architecture platforms. This allows us to invest in a way that suits your profile—with individual equities and bonds, managed portfolios and ETFs.
  • Clients like you benefit from the vast lending and banking resources of J.P. Morgan. We offer access to lines of credit, residential, securities-based and commercial loans, refinancing, and yacht and jet leasing services.
  • It's important for a financial picture to be integrated across all elements of wealth. With your permission, we coordinate with your CPAs and attorneys to align tax minimization, estate strategies, and exit planning approaches.


What makes us proud?

  • Our practice has grown almost entirely from referrals.
  • Clients feel comfortable reaching out to us as their "first call" for any financial matter. We make ourselves accessible to provide value however we can.
  • We often hear that our guidance helped a person reach important milestones such as retiring early or traveling to the destinations on their list. Sharing their joy is our greatest reward.

Meet Our Team

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
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