Commonwealth Financial Group, a MassMutual firm serving New England, is delighted to welcome Douglas Perry and his accomplished team to its growing network. Formerly with BMO Investments in Portland, OR, Perry reported having served over $300M in client assets*, earning a reputation for his comprehensive and client-centric wealth management strategies. Joining him are Caroline Perry, Vice President of Operations, and Megan Waters, Client Services Director. Together, they will operate under the newly established; Stafford Wealth Advisors.
With over two decades of experience, Douglas Perry has guided clients in the Portland and Pacific Northwest markets through personalized financial planning and wealth management. By aligning his expertise with a deep understanding of clients’ priorities, Doug helps individuals and families secure their present, plan their future, and create meaningful legacies.
Holding the Certified Wealth Strategist designation with securities licenses 7 and 66, and life, health, and variable contracts insurance licenses, Doug brings a robust skill set to CFG. His expertise in designing holistic financial strategies positions him as a trusted advisor.
“We are thrilled to welcome Doug and his team to CFG,” said Eric Spindt, CEO of Commonwealth Financial Group. “Doug’s expertise in financial planning, combined with his commitment to understanding and addressing the unique goals of each client, will be invaluable to our firm. We are excited to have him on board as we continue to grow and enhance our wealth management teams to better serve our clients’ evolving needs.”
Doug’s decision to join CFG reflects his commitment to personalized service. Transitioning to a boutique environment allows him to focus on delivering tailored solutions that align with his clients’ unique financial goals.
“I’m excited to announce the launch of Stafford Wealth Advisors, a step that allows me to offer a more personalized and tailored level of service to my clients,” said Doug. “Transitioning to a boutique firm like CFG gives me the opportunity to focus more closely on my clients’ needs and provide the tools and resources to better support strategic client investments.”
For more information about Doug and his practice, visit www.staffordwealthadvisors.com
About Stafford Wealth Advisors
Stafford Wealth Advisors delivers a personalized, holistic approach to financial planning, empowering entrepreneurs, business leaders, professionals, and families to achieve their goals and create lasting legacies. Backed by the expertise and resources of Commonwealth Financial Group, they combine boutique-level service with the strength of a well-established firm, helping clients build a future of confidence, success, and enduring impact.
About Commonwealth Financial Group
Commonwealth Financial Group (CFG) is a premier financial planning firm with a strong regional presence in New England and a growing national footprint. A MassMutual firm, CFG provides personalized, unbiased financial planning services to help individuals and businesses confidently reach their full potential. Guided by core values like collaboration, growth, and leadership, CFG fosters trusted relationships and empowers clients to achieve their goals. Learn more at www.
