The Douglas Team
Welcome
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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.
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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.
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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.
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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.
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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

How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now