Douglas Emitte headshot

Douglas Emitte

Founder & CEO

Doug has over 25 years of wealth management experience working for major brokerage firms, banks and in the independent channel. He has worked with individuals, families, and businesses to understand, analyze, advise, and execute financial and investment strategies to meet lifestyle goals and objectives.

Doug has worked with over 1000 clients during his career and his goal is to grow and protect the wealth you have accumulated by tailoring a diversified investment portfolio to meet your goals and objectives. He does this by providing risk control, simplicity, and a customized approach along with a systematic, strategic, disciplined asset allocation approach to long-term wealth accumulation.

Doug and his wife Alana of nearly 30 years reside with their 3 children in Roseville. They love to travel, enjoy fine wine, watch movies, and spending time with family and friends. Two children, Ashley, and Tyler attend college in the area. The youngest, Josh, is active in football and baseball while attending Oakmont High School. Doug and his wife are also very active doing charitable work with the Leukemia & Lymphoma Society.