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Douglass Belt, LUTCF®, BFA™

Douglass Belt, LUTCF®, BFA™

Owner, Wealth Adviser

Doug believes there is a better way for financial advice to be given…and a better way to pay for that advice. The industry needs to change….. Simplicity matters…. Transparency matters….. Independence matters.

  •                       If you were able to get financial advice that had your best interest in mind, was transparent, simple, and independent, would that be of interest to you?
  •                       If you could have a team of people working for you who are truly innovative in what they did, would you be interested?

Doug’s area of expertise is creating a comprehensive financial plan that involves not just investment management, but incorporating tax planning, risk management, estate planning and employee benefits all based around what is most important to YOU!

Who I Work WIth:

  • Small Business Owners (Less than 30 employees)
  • Dentist-Owners
  • Nurses (RN, CRNA, DNP, APRN)

Doug grew up in Northern Minnesota and graduated from the University of St. Thomas, but has called Madison his home for over 15 years. From camping with his kids, coaching his son’s hockey team, monitoring Kestrel boxes or sitting by a fire near Lake Superior and enjoying the stars, he loves being outdoors and traveling with his family. Doug and his wife have two children and a German Shepherd rescue, named Livy.

Fun Fact: The University of Wisconsin’s Gordon Commons, is named after his Great Grandfather.