Easton Wealth Management

We met Douglas through our bank in 2003 when we hired him to manage our investments after I sold one of my businesses. When Douglas left the bank in 2016, we followed him, keeping some of our investments at the bank for comparison. Douglas has always performed well and provided us with easy and direct communication, which was most important to us. His investment performance was noticeably better than that of our bank’s money management service.

He has kept us on track through some difficult markets, including the Dotcom Bubble and recession in 2003, the Global Financial Crisis in 2008, and the COVID-19 correction in 2020. Eventually, we consolidated all of our investments with Douglas.

We find Douglas to be very trustworthy; he always listens and understands our lifestyle needs. He has consistently struck the right balance between equities and bonds, making a real difference in growing our portfolio over time while preserving it during challenging periods.

My wife and I highly recommend Douglas Easton as an expert money manager—whether you're building your investment savings or are retired and living off them, like us. We've been living off our investments for several years now, enjoying travel and maintaining our lifestyle, thanks to Douglas’s money management expertise.

Douglas has been a godsend.  I had been trying to do my own trading online but to disastrous results.  Finally, I went to my bank who referred me to 3 investment professionals. I interviewed them individually and I found Douglas to be sympathetic, intent on listening and had great credentials.  Upon weighing my goals and needs, I chose Douglas and have not regretted my decision.

Douglas has over the years managed my investment portfolio and has shown to be very meticulous to detail, coupled with a strategic approach tailored to my individual goals.  His knack for identifying promising opportunities, mitigating risk, and providing informed guidance has proved indispensable.  It is rare to encounter someone with such a profound understanding of investment strategies, paired with a genuine commitment to client success.

Douglas has proven to be very trustworthy, always available to answer my questions and concerns.  Douglas truly has his client interests first and foremost.  He personalizes my goals and objectives always.  Douglas has not only preserved my assets but allowed them to flourish in ways I could not have imagined, especially in challenging markets.

Douglas has excellent portfolio investment management skills that produce results in an efficient and effective manner. The breadth of his skills range from development and documentation of an investment strategy through to defining specific investments to be made to delivering the targeted results. He is professional, honest, and personable at all times. An outstanding representative in his profession.

When I sold my business just over 20 years ago now, I was more than ready to gain back some valuable time for myself, my friends and my family. In business I relied on professional expertise, so I chose to have my investments professionally managed and hired Douglas and his firm. 
My business included traveling regularly overseas to visit clients. Some of those client relationships developed into deep and long-standing friendships that I continue to visit regularly today.

Through Douglas’ expertise and focus on the investment process, he has allowed me to maintain my lifestyle and live off my investments. He has managed to keep my investments safe during some particularly difficult markets and also grow them over time.
When Douglas changed firms about 9 years ago, I moved some of my investments with him but kept some with the original firm. I was careful to communicate the same investment needs to both firms and was curious how they would compare. 

Douglas’ investment performance was notably much better, so I didn’t hesitate to consolidate all of my investments with him. He spent more time communicating with me regularly and keeping me informed. He also demonstrated a genuine interest in my situation and in understanding my needs.

Douglas is a wonderful investment portfolio manager and a trusted financial advisor.