San Francisco, CA Office

Caleb Dupree is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that integrates discretionary and non-discretionary portfolio management across multiple asset classes, utilizing mutual funds, ETFs, independent managers, and specialized strategies.

Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.

John Lauritano is a financial advisor at Ashton Thomas Private Wealth with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Stepstone Group LP. Outside of his advisory role, he assists part-time with technology support for a family technology sales business. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a platform model utilizing a range of investment strategies and sub-advisers, including proprietary affiliates and third-party managers.

Rebecca Douglass is a financial advisor at Ashton Thomas Private Wealth in San Francisco, holding Series 63 and Series 65 licenses. She has experience spanning over 20 years, including positions at Banc of America Investment Services, First Citizens Bank, and currently Ashton Thomas Private Wealth. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering portfolio management, financial planning, and retirement-plan fiduciary consulting. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, third-party managers, and specialized investment strategies through its Amplify Platform.