G. DOUGLAS WEALTH MANAGEMENT

Overview

G. Douglas Wealth Management operates as a sole proprietorship focused on fee-based advisory work and insurance brokerage. The firm functions as a capital allocator for individual, family and institutional clients and offers a mix of billing methods (percentage of AUM, hourly and fixed fees plus other arrangements). Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection and oversight of third‑party advisers. Investment activity is concentrated in pooled public funds and mutual funds, with discretionary authority applied across the firm’s assets. The firm is not positioned as an ESG investor and does not identify as a multistate or newly formed adviser. Its business model also includes insurance broker‑dealer activities and relationships with other investment and insurance firms, which can shape product access and platform choices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices