Helping you manage life's financial milestones

The Douglass Group is dedicated to serving the financial needs of a select cadre of families and individuals who possess substantial wealth. We offer strategic wealth management for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors and institutions. These clients have come to The Douglass Group, in our opinion, because they realize their wealth demands special care.

Prospective clients often ask, "Why should we work with The Douglass Group?" We believe that they find the answer in who we are, what we do and how we do it. Our team has more than 100 years of collective experience helping affluent families make prudent choices about managing their wealth. That's seven combined decades of offering wealth and investing strategies through a number of market and economic cycles, across waves of ever more complicated financial products and services.

We believe that clients seek us out for goals-based guidance on the complex matters affecting their futures, and we also believe that they find value in engaging our insights across multiple wealth management disciplines.

Helping you pave the financial path that's right for you

Clients, especially those preparing for the next stage of their lives, face a number of challenges in managing significant wealth. Our team understands the obstacles, the opportunities and the many forms of risk. We are adept at developing strategies that help clients create the kind of future they want–on their terms, within their outlook.

In helping you define and chart a path toward your goals, we take into consideration your assets, your objectives and, just as important, your attitude and habits regarding money. We'll look at how you can segment your assets into portfolios targeting preservation, income and liquidity, intermediate and long-term growth, plus any special objectives you have. We'll also look at how to help you:

Manage For Risk:

Structure For Growth:

Prepare The Portfolio Against The Unexpected:

We'll also help you review your portfolio and we can make tactical suggestions on modifying asset allocations or percentages based on performance and market trends.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Managing vital areas of your wealth outlook

Your wealth has a structure–and as with any structure, the better its design and construction, the better it can withstand the stress of the outside environment and the demands of the people it can benefit. Our wealth allocation framework can help you reengineer and manage your assets to stand up to these four key risk factors:

LONGEVITY

What if spending and inflation threaten to deplete your assets in your later years when you need them most? We can show you how to develop practical, durable income generation and management strategies for your lifetime.

TAXES

What if you are paying more in taxes than you should? In consultation with your tax professional, we can find where your tax burden is heaviest, and then, if appropriate, help develop tactics to shift more of your potential taxable income to tax minimizing income streams.

FAMILY CHANGES

What if sudden education needs, elder care, divorce or death causes multiple unexpected spending priorities? We can help you skillfully implement an array of responses, from separately managed accounts to long-term care insurance, to help your family's assets withstand the unexpected.

ESTATE TRANSFER MATTERS

What if your estate transfer strategy is insufficient or out-of-date? We can coordinate with Merrill estate planning specialists to help create smart approaches to wealth transfer that may use insurance, trusts and gifting to pass on wealth the way you want.

A broad range of capabilities designed to build and enrich your financial life

To take advantage of the opportunities in today’s markets, there is no substitute for a one-on-one relationship with a Merrill financial advisor committed to your needs—an advocate who can access the combined strength of the investment insights of Merrill and the banking convenience of Bank of America, so you can plan ahead with strategies designed to face the new financial landscape:

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.