About Doug
As a person with a passion for finance and working with people, I love what I do. As a Financial Advisor with over 25 years of involvement in the markets, I pride myself on helping individuals and families get their finances organized and prepared to achieve their financial goals. The people I work with put their trust in my knowledge and advice, a responsibility I take very seriously. With my many years on Wall Street and the Chicago Board of Trade, I have experienced many sides of the markets. Because of that seasoning and being tested, I am proactive on my clients’ behalf and can remain calm during volatile times.
I joined Wealthcare Advisory Partners because, as a firm, they share my high standards for ethics, customer care, and long-term, trust-based relationships. They provide me with the backing and support to help my clients to the best of my ability.
My investment philosophy is based on quality investments, diversification, and a long-term outlook. Using that school of thought, my job is to uncomplicate, personalize, and customize a strategy that my clients understand, and as a result, they can see the future they imagined as attainable.
Long term clients and friends will tell you that my word is my bond. I work in the community where I live and dedicate much time to giving back through my many years of volunteerism with the Springfield Township Rotary Club, as Vice President on the Board of Directors, and as a Board Member of the East Falls Development Corporation.
Additionally, as a father of two teen boys, I face the same challenges as many of my clients: paying for college, retirement, long-term care, and estate considerations. I help them work through the same vital decisions that I have to make for my family to have a successful financial future. I look forward to the opportunity to do the same for you and yours.
If you value a hands-on approach to your finances or are looking for a new perspective, give me a call, let’s talk.
Life Relevant Financial Advice
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
Review this investment professional's
Client Relationship Summary.
Why Wealthcare?
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Our Process
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Dream Big
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
Overfunded
Comfort Zone®
Underfunded
Click on a goal to see more
This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.
