Douglas A. Dick
Private Wealth Manager
Get to know Doug:
Prior to joining Kathmere Capital Management, Doug joined The Philadelphia Group as a Partner in 2009, bringing more than 25 years of financial service experience to his clients. Previously, he was a Partner at The Creative Financial Group, Newtown Square for 9 years and was then President of First Source Financial, Malvern for 8 years.
He graduated from Ryerson University in Toronto, Canada in Business/Finance, and has lived in the western Philadelphia suburbs for more than 35 years.
He provides comprehensive wealth management solutions for both personal and business clients; and, where needed, various estate planning strategies.
His practice focuses in two main areas:
- Wealth Management Planning for affluent and emerging affluent clients with particular emphasis on retirement planning using tax-advantaged strategies in both the growth and income phases.
- 401(k) and Pension Due Diligence, Fiduciary Consulting and Plan Selection assistance for business owners.
He lives in Malvern, PA with his wife, Chris. His three children live in Middletown DE, Philadelphia PA, and Cambridge MA. He enjoys playing in golf events in the Philadelphia Golf Association, and belongs to Chester Valley Golf Club. He also enjoys spending time in his summer home in Winter Harbor, Maine; sailing, golfing, hiking and enjoying the outdoors with family and friends.