Doug Bermudez

Doug and his team work with both organizations and professionals, along with their families, to help work towards their life dreams through establishing long-term, trusting relationships and delivering comprehensive financial services. He works with each client to create customized wealth management solutions and provides ongoing services through a complete range of financial resources.

Doug’s team provides advisory consulting services to organizations for pursuing retirement plan success through best practices that provide plan design and administration, fiduciary responsibility, and employee retirement readiness. When working with individuals and families, his team provides clients with comprehensive advice that seeks to build, manage, preserve, and transition wealth.