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Doussard Financial

EST. AUM
$235,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Seattle
CRD Number
Website doussardfinancial.com
Client types

Overview

Doussard Financial is an independent wealth management firm based in Washington state. The firm acts as an allocator providing tailored retirement planning, wealth preservation, estate planning, and risk management strategies. Its core responsibilities include evaluating client objectives, constructing personalized asset allocation models, and overseeing long-term portfolio execution. The general investment approach focuses on client education, goal-oriented wealth preservation, and customized risk-adjusted growth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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