941-206-8500 Client Login HOW WE WORK YOUR TEAM SOLUTIONS CONTACT US FYI COVID-19 Retirement doesn't have to be scary. We're by your side. We're a dedicated team of wealth management specialists with over 50 years' combined experience. We've seen up markets, down markets and everything in between. We're also just ordinary people, living and working in Charlotte County. We don't think of ourselves as number crunchers; we're in the helping business. We love what we do, and who we do it for. Douglas Young, CRPC® | Senior Financial Advisor Get in touch with Douglas 941-206-8500 Contact Doug LinkedIn Douglas is a Chartered Retirement Planning Counselor, and has been offering financial advice and wealth management services in Charlotte County for over 20 years. My favorite hangout: "JD's Bistro has a great jazz trio. Love a delicious Pinot Noir with the Duck Breast. Save room for dessert!" When I was a kid… "I wanted to be a scientist. I was always in trouble for taking some electrical appliance apart or trying to build a laser from fluorescent tubes. It's a wonder that I didn’t burn the house down!" Stephen Wierhake, CFP® | Senior Financial Advisor Get in touch with Stephen 941-206-8500 Contact Stephen LinkedIn Stephen has been awarded the CERTIFIED FINANCIAL PLANNER™ designation as well as the Chartered Retirement Planning Counselor designation. Stephen has worked in investment services for over 25 years and has been a Charlotte County resident since 1981. My other passion: "I love creating art - it's a hobby I've pursued for several years. Drawing, pastels and watercolor painting let me exercise my brain in very different ways that the world of finance. It's fun and healthy." My favorite quote: "I chose it to be on the invitations for my wedding. Wolfgang von Goethe wrote, 'In all things we learn only from those we love'." HOW WE WORK PROUD MEMBERS OF Kings Crossing Office Park 1502 Kings Highway, Suite 300 Port Charlotte, Florida 33980 © Copyright 2021 Phone: 941.206.8500 Fax: 941.206.8501 Toll Free: 866.997.1318 Contact Us Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Summit and Cetera or their affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Summit and Cetera or their affiliates. Privacy Policy Business Continuity Important Disclosures Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through outside websites. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com FINRA's BrokerCheck. Obtain more information about our firm and its financial professionals. c