Sheldon Slagel

Doug is the co-founder of SWM, a financial services firm that provides financial services to individuals and families. Doug has 15 years of experience in the risk and asset management sector of financial services and insurance industry. He works with individuals and families to help them understand the importance of developing a strategic, long-term financial strategy that helps them achieve their goals and objectives. He takes the mystery out of complex issues so that clients fully understand all of their options. Doug helps clients understand their current financial situation and define their future goals. He understands that, whether it is wealth accumulation and preservation, a secure retirement or leaving a legacy, every person, family and situation is unique and requires customized and highly personalized solutions. As the relationship evolves, Doug meets regularly with clients to make sure that, as personal and business situations change, their financial strategy remains on-target. He makes sure clients understand each recommendation before implementing any specific proposal. “My professional goal has always been to build a unique financial services firm that puts clients first and helps them realize their dreams. I helped create SWM because it combines the client centered, private and personal experience of an independent boutique firm with the deep resources, advanced technology and broad array of products and services of a national firm.” Before coming to New England Financial and MetLife, he had career experience in construction, real estate, and banking. Doug serves on the board for Saint Francis Health Ambassadors’ of Hawaii, and is an active member of NAIFA. Doug and his family currently reside in Honolulu, Hawaii.