D.A.E Wealth Management · Roseville, CA
Your Wealth. Your Legacy. Our Commitment.
Fee-only, fiduciary wealth management for high-net-worth individuals and families in the greater Sacramento region.
Trusted by families across the greater Sacramento region
What We Do
Comprehensive Wealth Management
We provide integrated financial strategies tailored to your unique goals — from investment management and retirement planning to estate and tax strategy.
Investment Management
Disciplined, evidence-based portfolio management aligned with your risk tolerance and long-term goals.
Retirement Planning
Comprehensive income strategies covering Social Security timing, tax-efficient withdrawals, and healthcare costs.
Estate & Legacy Planning
Coordinated strategies to preserve and transfer wealth to the people and causes you care about most.
Tax Strategy
Proactive tax planning integrated with your investment and retirement strategy to minimize your lifetime tax burden.
"We don't sell products. We build relationships."
— Douglas Emitte, Founder & CEO
As a fee-only registered investment advisor, we are legally and ethically obligated to act in your best interest — always. No commissions. No conflicts of interest. Just straightforward advice.
Meet Our Team→
Common Questions
What Clients Ask Us
What is a fee-only fiduciary financial advisor?
A fee-only fiduciary advisor is compensated solely by client fees — never by commissions or product sales. As a fiduciary, we are legally obligated to act in your best interest at all times. This eliminates conflicts of interest that are common with commission-based advisors.
How is D.A.E Wealth Management different from a bank or brokerage?
Unlike banks and brokerages, we are an independent Registered Investment Advisor (RIA). We have no proprietary products to sell and no quotas to meet. Our only incentive is your financial success — which is why our clients receive objective, personalized advice tailored to their goals.
Who do you typically work with?
We serve high-net-worth individuals, families, and pre-retirees in the greater Sacramento region — including Roseville, Folsom, El Dorado Hills, and surrounding communities. Our clients typically have complex financial situations that benefit from integrated investment, retirement, estate, and tax planning.
What does retirement planning with D.A.E look like?
We build a comprehensive retirement income strategy that accounts for your Social Security timing, tax-efficient withdrawals, healthcare costs, California tax considerations, and legacy goals. We stress-test your plan against market downturns and inflation so you can retire with confidence.
How do I get started?
The first step is a complimentary, no-obligation consultation. We'll discuss your current financial situation, your goals, and whether our approach is the right fit. There's no pressure and no commitment required.
Ready to Take Control of Your Financial Future?
Schedule a complimentary, confidential consultation to discuss your goals and learn how D.A.E Wealth Management can help you build and protect your legacy.
Schedule a Consultation