Medford, OR 97504
Background & Experience
Douglas Stone is a wealth advisor with SeaCrest Wealth Management who brings twenty-three years of experience to his work with affluent households. Douglas began questioning his industry’s approach seven years into his career, and in 2009, he left the major wirehouse where he worked to become an independent advisor.
For six years, he discussed his self-taught, holistic approach to wealth management on Real Money with Doug Stone, a radio program on KMED 1440 AM in Medford, Oregon. Today, Doug shares his knowledge and expertise through workshops, seminars, and speaking engagements.
How I Can Help You
Are you confident you’re getting the best possible financial advice? You might have a few advisors, a CPA, and an estate attorney, all of whom you like, but you don’t talk that often or feel an emotional with any of them. They’ve never drilled down to ask about what matters to you: your goals, values, relationships, or charitable interests.
What you’re feeling is justified. Too many advisors today focus on products, not people, and are more concerned with allocating capital than allocating risk. They build portfolios on faulty assumptions that lead to bad decisions and unnecessary market exposure.
To protect what you’ve built, you need a better approach to wealth management.