Douglas Cassetta

For Douglas Cassetta, wealth management begins with understanding what a client is trying to accomplish and what concerns are keeping them up at night.

As a Senior Financial Advisor with The Peters Group at Merrill and a CERTIFIED FINANCIAL PLANNER® professional, Doug works with individuals, families, corporate executives and business owners on the financial decisions that can have a meaningful impact on their lives. These can include retirement planning, managing concentrated stock positions, diversifying portfolios, investing tax-efficiently, preparing for a significant transition and planning for future generations.
Doug believes clients benefit most when investment decisions are considered within the context of their entire financial picture. Rather than approaching investments, retirement, estate planning needs and liquidity as separate issues, he works with clients to understand how those pieces interact and to build a strategy around their specific priorities.
That comprehensive approach becomes particularly important during periods of change, whether a client is approaching retirement, experiencing a liquidity event, evaluating a concentrated position or thinking about the legacy they ultimately want to leave their family.
Doug's goal is to develop lasting relationships in which clients view him and The Peters Group as a resource for both the opportunities and challenges that arise throughout their financial lives.