Private Wealth Solutions Employee Directory

Use tab to navigate through the menu items. In 1992 Doug Lagerstrom began working as an investment advisor at Great Western Financial. Dougs 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. The... y began with little more than a long term commitment to taking care of their clients needs. Through it all the firm has remained true to its core value of taking care of all their clients financial needs. Private Wealth Solutions currently manages $330 million in assets for 270 individuals and families. 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 anothers 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 dont avoid conflict, but instead see it as a necessary means for trust building and growth.Read More