Douglas Stone
Wealth Advisor at Seacrest Wealth Management
Based in Medford, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Medford
Industry
Financial Services
Company size
46
Contact information
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d•••••••@seacrestwm.com
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Background
About Douglas Stone
My experience has taught me that a focused, Core-Asset-Based-Strategy has the best chance of achieving the desired results that investors are seeking. This approach manages the risk that investors often struggle with namely, loss of principal. Without a disciplined approach people are often left basing investment decisions on whimsical or irrational emotions. There are really only four main objectives in your investment life, Building Wealth, Protecting Wealth, Distributing Wealth and Transferring Wealth. To achieve those goals you need an advisor you can trust. First and foremost my goal is to earn that trust every day. Specialties: Protecting your portfolio while seeking prudent opportunities is my primary driver, using TPM (Total Portfolio Management) tools. Those tools are Risk Management, Tax Efficient Strategies, Estate Planning and Applied Modern Portfolio Theory (MPT).
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