Founded in 1989, Douglas R. Peete & Associates, Inc. is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm provides comprehensive financial planning, investment management, and retirement plan consulting services primarily to high-net-worth individuals, families, and corporate clients. Their mission is to help clients achieve their financial goals through personalized, long-term strategies while acting as fiduciaries to ensure client interests are always placed first.

Founded in

United States