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Douglas Nelson

Managing Director & Private Wealth Advisor

About Douglas Nelson

Doug has worked in Finance out of Portsmouth, New Hampshire for more than 30 years with firms including JP Morgan Chase, Merrill Lynch, Morgan Stanley and most recently Wells Fargo Advisors.

A student of Yale Economist Robert Schiller, Doug also has a Graduate Certificate in Financial Analysis from Harvard University. His undergraduate studies were at Carnegie Mellon and University of New Hampshire.

Doug currently serves on Shoals Marine Laboratory (Advisory Board). Doug’s past service on nonprofit boards includes: The Music Hall (Trustee & Vice President), Crossroads House (Former Board President), the Mount Washington Observatory (Trustee), The Boston Foundation (Advisors Committee), the Foundation for Seacoast Health (Incorporator). He has served as a lecturer, moderator and instructor at University of New Hampshire as well as at several regional foundations & museums. Doug has been certified as a Charitable Gift Planner by the NH Charitable Fund. He has served on several art museum committees and many of his clientele are art collectors.

Private equity investment & offerings are in Doug’s wheelhouse, with a recent example culminating in the Oatly Group IPO in May 2021.

Doug lives in Rye Beach, NH with his wife of 27 years, Karin. Their daughters Lizzie & Ali are alumni of Bucknell University and they work in NYC. As a family they all enjoy skiing, hiking, fine art & travel.

Check the background of this investment professional on FINRA’s BrokerCheck.

Certain representatives of SunPointe Investments are also registered representatives of and offer securities through APW Capital, Inc., Member FINRA/SIPC

100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Check the background of this firm on FINRA’s BrokerCheck.

Douglas Nelson

Managing Director & Private Wealth Advisor
LinkedIn
Email Doug
603-255-4500

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Who We Serve

Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.

Family Offices

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

Individuals

We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

Our Services

We put you at the center of all we do. We specialize in simplifying complex financial lives, enabling you to feel confident about what comes next for you and your family.

Investment Management

Our intuitive way of designing portfolios allows you to easily understand drivers of risk and return so you can feel confident about your financial life.

Financial Planning

Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.

Risk Management

We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.

Tax Efficiency

We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.

Experienced Fiduciary

Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. As a fiduciary we are obligated to put your needs above our own, therefore our ultimate goal is your success.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon

Available on Amazon

Available on Amazon

Available on Amazon

Available on Amazon

St Louis

8301 Maryland Avenue, Suite 300
St. Louis, Missouri 63105

Portsmouth

One Harbour Place, Suite 305
Portsmouth, NH 03801

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© 2023 Sunpointe Investments. All rights reserved.

Check the background of your financial professionals on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment Advisory Services offered through Sunpointe LLC. Certain representatives of Sunpointe LLC are also registered representatives of, and offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Sunpointe, LLC and APW Capital, Inc. are not affiliated companies.