About Us

We Know Your Name. Not Just Your Number.

D.A.E Wealth Management was built on a simple belief: that high-net-worth families deserve an advisor who takes the time to truly know them.

Our Story

D.A.E Wealth Management was founded in Roseville, California with a clear purpose — to provide the kind of deeply personalized, fiduciary wealth management that was once reserved for the ultra-wealthy, and make it available to successful families throughout the greater Sacramento region.

We started with the conviction that most financial advisory relationships are transactional by design. We built ours to be different. Every client we work with has a dedicated advisor who knows their family, their goals, and their values — not just their portfolio balance.

Today, we serve a select group of high-net-worth individuals, business owners, and multi-generational families who want more than investment returns. They want a trusted partner for life.

What We Stand For

Our Principles

Fiduciary Always

We are legally and ethically obligated to act in your best interest — always. No commissions, no conflicts, no exceptions.

Fee-Only Transparency

We are compensated only by our clients, never by product sales or third-party referrals. What you see is what you pay.

Relationships Over Transactions

We limit the number of clients we serve so we can give each one the attention they deserve. You will always know your advisor by name.

Long-Term Thinking

We build strategies designed to last decades, not quarters. We don't chase trends — we build enduring wealth.

The People Behind Your Plan

Our Team

Douglas Emitte

RIA

Douglas Emitte

Founder & CEO

Douglas founded D.A.E Wealth Management with nearly 30 years of experience as a Registered Investment Advisor. He brings a disciplined, client-first approach to every relationship, with a deep focus on personalized wealth planning, retirement strategies, and tax-efficient investing for high-net-worth families throughout the greater Sacramento region.

Our Credentials

Registered Investment Advisor (RIA)CERTIFIED FINANCIAL PLANNER™ (CFP®)Chartered Financial Analyst (CFA)Fee-Only Member, NAPFAFiduciary Standard

Let's start a conversation.

We work with a select number of clients so we can give each one our full attention. If you're looking for a long-term advisory relationship built on trust, we'd love to meet you.

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D.A.E Wealth Management crestD.A.EWealth Management

Serving high-net-worth individuals and families in Roseville and the greater Sacramento region with personalized wealth management.

Greater Sacramento Region

(916) 765-0827

Services

  • Investment Management
  • Retirement Planning
  • Estate & Legacy Planning
  • Tax Strategy

© 2026 D.A.E Wealth Management. All rights reserved.

Investment advisory services offered through D.A.E Wealth Management. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal.