Your wealth masterpiece

We listen fist, plan diligently, and work to be your most trusted advisor, ensuring the heights of your financial aspirations are reached.

without Doncaster Wealth

Uncertainty: Seeking answers, fixing problems in a reactive manner as issues appear.

Tax worries: you’re doing well financially, but get crushed by taxes.

Equity decisions: Not confident about stock options, RSUs, ESPP decisions, and HR cannot help personally.

Large Financial Firms:

  • Firms with thousands of advisors have to manage advisors to the lowest common denominator advisor in scope, advice, and opportunities.

  • Low-Tech and slow to adopt new tech and tools.

  • Clients don’t get the best, because the firm has to protect itself first.

  • Portfolios are firm-friendly, not client-first. The larger the firm, the harder it is to move funds around in the market.

  • This type of portfolio management results in missed opportunities and portfolios that are indistinguishable across firms.

With Doncaster Wealth

Proactive planning: We have clients just like you, so we bring solutions to you before issues arise.

Tax confidence: Create your lowest lifetime tax bill and have confidence in proactive tax planning.

Equity decisions that fit in your plan: Spend time on what you enjoy, not on the company stock price.

Doncaster Wealth:

  • Dedicated team works for you, not for the large firm.

  • High-Tech and always on the lookout for the best tech and tools to help clients

  • We give our clients are all, and when we aren’t a good fit, we refer out.

  • Portfolios are client-first and math-based. We don’t run into the same scale issues of trillion dollar firms.

  • This allows us to take advantage of opportunities, personalize to what you need, and make account management client-friendly.

Ready for a new approach?

PROCESS

  • Get to know

    - A quick meeting to see if we’re a good mutual fit

    - Learn about you, your situation, and what you’re looking to solve

  • Get Organized

    - Review your goals, values, and the future you dream of

    - Get the numbers and an understanding of your planning so far

  • Review Meeting

    - Double check your info

    - Discuss options in working together and pricing

  • Create the Plan

    - Know where you are

    - Know where you are going

    - Improve your plan

    - Know what is possible

  • Accountability

    - Get things DONE!

    - The world is full of ideas, but ideas don’t get results. Action does.

  • Ongoing Planning

    - Updated plans throughout the year

    - Mid-year tax review

    - Investment management reviews

    - Cash flow planning

    - Tax planning

    - Insurance planning

    - Employer benefits decisions

    - Proactive planning

Schedule a no-obligation introductory call

Having been an advisor for over a decade, I’ve learned a lot about both actual financial and wealth planning and the industry itself. I went into financial planning to help people make great financial decisions. Not every person will have the opportunity to finance the construction of the Dome in Florence, or give patronage to the next Michelangelo and Leonardo da Vinci, but by making great decisions, they can live the life of their dreams and provide a better life for themselves, their children or loved ones.

Helping people accomplish those dreams is what drives me, and I’ve always seen myself as working for my clients, even when I was with a large financial firm. At those firms, however, you have to work inside a box that is constructed to help protect the firm first, and then help the clients from there. A firm with thousands of advisors has to have systems to protect the firm from the lowest common denominator advisor.

My clients, however, are not lowest common denominator people, and they deserve the plan and the solutions that will help them achieve their dreams.

I started Doncaster Wealth so that I could answer to my clients and my family: do the best job I can for clients so that they can provide the life they desire for their own families. I’m fond of making sure clients have options in their plan, and I too want to make sure that I have options to bring clients the best technology and tools that are out there, in our fast moving world.

John Doncaster

Founder, Doncaster Wealth