In 1992 Doug Lagerstrom began working as an investment advisor at Great Western Financial. Doug’s philosophy of emphasizing relationships over transactions led him to partner with Allen Minassian in 1993.
In 1995 Doug left the bank and started Private Wealth Solutions. One year later, Allen joined him. They began with little more than a long term commitment to taking care of their client’s needs.
Through it all the firm has remained true to its core value of taking care of all their client’s financial needs. Private Wealth Solutions currently manages $330 million in assets for 270 individuals and families.
Who We Are
Character | We are unwavering in our commitment to the highest ethical and moral standards. We are people of integrity; others can take us at our word. We approach problems with humility and confidence determined to carry each issue to completion.
Professionalism | We are responsive, reliable, respectful, and thorough with co-workers, clients, and partners. We recognize that our language, appearance, and attitude are all vital in assuring others that we are trustworthy and competent.
Balance | We live balanced lives. Work, hobbies, family, faith, and exercise are all essential ingredients to a happy and energized life. Imbalance often leads to unnecessary mistakes.
Teamwork | We believe this work is best done in the context of a team. We rely on one another’s strengths and are honest about our individual weaknesses and mistakes. We communicate clearly and consistently. We ask good questions and listen intently to the response. We don’t avoid conflict, but instead see it as a necessary means for trust building and growth.
Our Core Values
Meet The Team
6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771.
Advisory services offered through Private Wealth Solutions, LLC., a SEC Registered Investment Advisor. Private Wealth Solutions, LLC is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Doug Lagerstrom is registered in AZ,CA,CO,FL,HI,ID,KS,MT,NV,NY,OR,TN,VA, and WA. Allen Minassian is registered in AZ,CA,FL,NM,NV,TN,TX and WI.