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Douglas K
CFP®, Series 63, Series 65
Park City, UT
Main Line Group Wealth Management, LLC
Douglas Kobak is a CFP® with 35 years of industry experience, currently serving as the sole advisor at Main Line Group Wealth Management, LLC since 2018. His prior experience includes roles at American Equity Investment Corporation and Coastal Equities, Inc. He is also involved in consulting services through Main Line Group Consulting and manages multiple special purpose vehicles as a member-manager of MLG Venture Partners LLC. Main Line Group Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management, financial planning, and consulting, including services tailored for corporate executives. The firm’s investment approach emphasizes customized asset allocation, diversification, and rebalancing across a range of instruments, and it manages affiliated private investment funds with performance-based compensation and active involvement in portfolio companies.
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