Donald Harmelin, CLU®, ChFC

Advisor

Donald S. Harmelin, the founder of Wealth Consultants (WCI), is a highly respected advocate for multigeneration family financial security and private wealth preservation. Don specializes in revealing tax inefficiencies in traditional retirement and estate planning, and in designing innovative solutions.

For more than 35 years, Don has been providing advice to closely held business owners on succession planning, to public corporations on executive compensation benefits, and to high-net-worth families on advanced estate and charitable tax planning.

A CLU and ChFC, Clients benefit from Don having a unique perspective from a three-generation family tradition of over 100 years in the life insurance profession. Respected by legal, accounting, and actuarial professionals for his deep technical expertise, Don’s interdisciplinary oversight helps make complex retirement, estate, and insurance related matters simple.

Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com

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