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An Ameriprise Private Wealth Advisory Practice

 
 
Douglas B Gage Ameriprise Financial Advisor

Douglas B Gage

ChFC®, CLU®

Private Wealth Advisor

 

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617.500.4225

douglas.b.gage@ampf.com

 
 

18

Years of Experience

98

Client Satisfaction Score

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GAGE & WILSON

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
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Office Location

450 Lexington St
Ste 202
Auburndale, MA 02466-1921
Map Phone: 617.500.4225 Fax: 617.762.0540

Awards & Recognition

  • FIVE STAR Wealth Manager, 2011
  • FIVE STAR Wealth Manager1, 2010
  • Ameriprise Diamond Ring Recepient, 2009

Professional Networks

View my LinkedIn Profile

Education

  • American University, Finance - 2002
  • University of New Hampshire, BS - 1994

Professional Associations

My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Interests

  • Spending time with my wife and our three children.
  • I enjoy running, sailing and family time on the Cape.

Community Participation

  • Gage and Wilson is a sponsor of the Annual Newton 10k Race to benefit the Judith Rose Shea Foundation for Ovarian Cancer.
  • In 2011 Doug completed the Reach the Beach Relay, a 200 mile relay race completed in 24 hours, with his team "The Orphan Striders" to support a non-profit orphanage in Colombia.

Reach the Beach Relay

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Market Watch

Market News

License Information

I am licensed and registered to conduct business in MA.
Based on licenses and registrations I hold, I may also conduct business in OH, CT, GA, TX, VA, VT, DC, PA, FL, NJ, AZ, CO, ME, WI, RI, NH, IL, OR, IA, SC, NM, CA, HI, NC, NY.

CA Insurance #0F03977

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • 1As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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