Meet Doak

// Financial Advisor

Doak R. Belt

As a Financial Advisor at Fusco Orsini & Associates, Doak R. Belt helps individuals, families, and business owners make informed decisions about their financial future. He provides guidance on strategies to protect assets, grow wealth, and prepare for both short-term needs and long-term goals.

Doak is known for his ability to simplify complex financial concepts, making them easier for clients to understand and act on. He believes in building strong, trust-based relationships and tailors his advice to each client’s unique situation and priorities.

Whether helping a family plan for retirement, advising a business on financial protection, or guiding investment strategies, Doak is committed to providing clear, actionable advice that supports long-term financial well-being.

Service Provider Legend



Services Provided Through Doak R. Belt and Team - Business Continuation Planning: These services are provided through Doak R. Belt, his planning partners and team. | Business Succession and Exit Planning: These services are provided through Doak R. Belt, his planning partners and team. | Retirement Plans/Pension Plans: These services are provided through Doak R. Belt, his planning partners and team. | Deferred Compensation and Executive Benefits: These services are provided through Doak R. Belt, his planning partners and team. | Retirement Income Planning: These services are provided through Doak R. Belt, his planning partners and team. | Investments Portfolio Management: These services are provided through Doak R. Belt, his planning partners and team. | Employee Benefits: Employee Benefits are offered through Fusco Orsini and Associates in conjunction with Doak R. Belt, his partners and team. | Personal Insurance Planning: Life Insurance, Disability Income Insurance, and Long-Term Care Insurance are provided by Doak R. Belt, his partners, and team in conjunction with Fusco Orsini and Associates. | Tax Planning for Business Owners: Doak R. Belt, his planning partners, and team are not tax advisors, but provide tax strategies and ideas in collaboration with a client’s tax advisor, accountants, CPA and/or tax attorney. Always check with your tax advisor on all tax planning decisions.

Services Provided Through Third Parties or Strategic Partners - Business Valuation: These services are provided through various non-affiliated third-party business valuation experts and business valuation software. | Cash Flow Increase Strategies: These services are provided through Windfall Consultants. | Business Lending and Financing: These services are provided through various non-affiliated third-party lenders providing business and personal loans. | Corporate Fiduciary Trustee: These services are provided through Members Trust as well as other independent corporate trustees. | Personal Insurance Planning: Auto, home, and umbrella insurance is offered through Fusco Orsini and Associates. | College Planning: These services are provided through various non-affiliated third-party college planning organizations. | Business Asset Protection: Commercial Insurance is offered through Fusco Orsini and Associates. | Estate Coordination Planning: These services are provided through various non-affiliated third-party estate planning firms and attorneys.