Broker Check
Douglass Belt, LUTCF®, BFA™

Douglass Belt, LUTCF®, BFA™

Owner, Wealth Adviser

Life gets complicated fast. One day you're fresh out of college, and suddenly you're juggling a career, family, mortgage payments, student loans, and wondering how you'll ever afford your kids' college tuition while still having something left for retirement.

If you're in your 30s or 40s and feeling overwhelmed by all the financial decisions coming at you, you're not alone. This is exactly the stage of life where I love to step in and help.

I specialize in working with busy professionals and small business owners who are tired of losing sleep over money. Whether you're dealing with student debt, planning for your children's education, or trying to figure out how to actually start investing for retirement, I'm here to help you make smart moves with your money and create a financial plan that actually works for your real life.

My goal is simple: reduce your financial stress so you can focus on what matters most to you and your family. Let's take the complexity out of your finances and build a plan you can feel confident about.

Even if you already work with a financial advisor, I encourage you to learn about our approach. What we do here is different from anyone else in the area – and that difference could be exactly what you've been looking for.

Doug grew up in Northern Minnesota and graduated from the University of St. Thomas, and he and his wife have called Madison his home for over 17 years. From camping with his two kids, coaching hockey, monitoring Kestrel boxes, or sitting by a fire near Lake Superior and enjoying the stars, he loves being outdoors and traveling to new places with his family.  

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