Doug Weide is a seasoned Certified Financial Planner and the Owner of Valiant Wealth, a distinguished boutique family office and financial planning firm located in West Des Moines, IA, and Franklin, TN. With over 32 years of extensive experience in wealth management, Doug has honed...
Doug Weide is a seasoned Certified Financial Planner and the Owner of Valiant Wealth, a distinguished boutique family office and financial planning firm located in West Des Moines, IA, and Franklin, TN. With over 32 years of extensive experience in wealth management, Doug has honed his expertise in guiding high net worth clients through the complexities of their financial lives. His comprehensive approach encompasses a wide array of services, including retirement planning, asset management, and private equity investments, ensuring that each client receives tailored strategies that align with their unique financial goals.
At Valiant Wealth, Doug leads key projects that focus on holistic financial planning, integrating short and long-term strategies to optimize wealth accumulation and preservation. His proficiency in fixed annuities, 401(k) management, and individual retirement accounts (IRAs) allows him to craft personalized investment portfolios that not only meet immediate needs but also secure a prosperous future. Doug's commitment to client education and transparent financial advisory services fosters trust and empowers clients to make informed decisions.
In an ever-evolving financial landscape, Doug remains at the forefront of industry trends, utilizing his deep knowledge of mutual funds and insurance products to provide innovative solutions. His dedication to excellence and client-centric philosophy has positioned Valiant Wealth as a go-to resource for affluent individuals and families seeking to navigate the intricacies of wealth management. As Doug continues to expand his firm’s offerings, he remains passionate about helping clients achieve their financial aspirations with confidence and clarity.
