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. Following the needs of their clients, Private Wealth Solutions has recently emphasized the estate settlement needs of their clients.
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.