David Demeuse
Get their honest, personalized take on your startup.
Sign in to pitch David →At a glance
- Full Name
- David John Demeuse, CFP®
- Title
- Senior Vice President, Financial Advisor
- Firm
- Wealth Enhancement Group (Green Bay, WI office; formerly co-founder/advisor at Summit Planning Group, "SPG")
- Firm Type
- Registered Investment Advisor (RIA) / wealth management — not an angel investment firm (see note below)
- Investment Stage
- N/A — retail wealth management and retirement planning, not startup-stage investing
- Sector Focus
- Personal financial planning, retirement distribution planning, investment management
- Geographic Focus
- Northeast Wisconsin (Green Bay area)
- Location
- Green Bay, Wisconsin; resides in Ledgeview, Wisconsin
Background
David John Demeuse is a Certified Financial Planner (CFP®) and Senior Vice President / Financial Advisor based in Green Bay, Wisconsin. He holds a Bachelor of Science from the University of Wisconsin–Eau Claire and has more than 30 years of experience in the financial-planning industry, having entered the business in the early 1990s. His practice centers on retirement distribution planning — helping clients efficiently draw down and enjoy their accumulated savings and investments.
Demeuse was part of the leadership/advisor team at Summit Planning Group ("SPG"), an independent, fee-based financial advisory practice in Green Bay that managed roughly $500 million in client assets across about 980 client relationships. On January 23, 2019, Wealth Enhancement Group announced a definitive agreement to acquire Summit Planning Group — its second Wisconsin acquisition within roughly nine months and one of a series of RIA acquisitions in the firm's national expansion. The transaction closed in 2019, and Demeuse joined Wealth Enhancement Group that year, continuing to serve his existing client base under the larger firm's platform. The old SPG email domain (SPGcares.com) still points to Wealth Enhancement Group.
Outside of work, Demeuse is active in his community and church, volunteering at a local food shelter and serving on his church's Administrative and Finance boards. He has two adult sons and enjoys golf, sporting events, fitness, and card games with family.
Investment Thesis & Focus
- Operates as a wealth-management financial advisor, not a venture/angel investor. His work involves managing diversified portfolios and financial plans for individual clients — not writing checks into startups.
- Primary specialty is retirement distribution planning — "providing solutions to efficiently spend and enjoy his clients' savings and investments."
- Fiduciary, fee-based advisory model inherited from Summit Planning Group's independent practice and continued under Wealth Enhancement Group's RIA structure.
- Client focus: individuals and families in Northeast Wisconsin approaching or in retirement.
Notable Investments
- No public record of angel, seed, or venture-stage startup investments attributable to David J. Demeuse was found. As a wealth advisor he manages client investment portfolios rather than making direct startup investments; listing specific "portfolio companies" would be fabrication.
- The most relevant corporate event on record is the 2019 acquisition of Summit Planning Group (SPG) by Wealth Enhancement Group — the practice where Demeuse advised, carrying ~$500M in client assets — which is a firm-level M&A event, not a personal angel deal.
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.