Wealth Management Services
UNLOCK YOU FINANCIAL FREEDOM WITH OUR WEALTH MANAGEMENT TEAM
INVESTMENT CONSULTING | RELATIONSHIP MANAGEMENT | ADVANCED PLANNING
IMPROVE MORE THAN JUST YOUR RETURN ON INVESTMENT – IMPROVE YOUR RETURN ON LIFE
Duncan Wealth Management experts collaborate with you and each other for a comprehensive financial strategy and game plan. Achieve true financial freedom with a tailored strategy for you, your loved ones and your business. We’re here to help you ensure your financial decisions and planning lead to greater happiness and peace of mind.
Where do We Start?
Begin your wealth management journey by meeting with our advisors to determine how much money you will need and what kind of lifestyle you hope to maintain. We’ll also set goals for any philanthropic or charitable efforts you hope to pursue.
Our advisors will take what we learn about your personal goals during the discovery phase and develop a customized wealth investment strategy centered around financial planning and asset management. Whether your aspirations are lifestyle-centered, family-guided, business-centric, retirement-focused or legacy-inspired, Duncan Wealth Management advisors bring the expertise and guidance needed to help you realize your wealth goals.
Who We Serve
FAMILIES & INDIVIDUALS
NOT-FOR-PROFITS, ORGANIZATIONS, TRUSTS & ESTATES
NOT-FOR-PROFITS, ORGANIZATIONS, TRUSTS & ESTATES
Prioritizing you and your family’s interests, we offer custom financial advisory services for peace of mind. From realistic financial planning to retirement projections, estate strategies, and tax planning, we’re your trusted partners in achieving financial success.
NOT-FOR-PROFITS, ORGANIZATIONS, TRUSTS & ESTATES
NOT-FOR-PROFITS, ORGANIZATIONS, TRUSTS & ESTATES
NOT-FOR-PROFITS, ORGANIZATIONS, TRUSTS & ESTATES
We’re all about helping you remain focused on your organizational purpose and shine for your organization. With our experience and careful attention, you can relax, knowing that the important financial aspects are covered and you can focus on the mission.
BUSINESSES & BUSINESS OWNERS
NOT-FOR-PROFITS, ORGANIZATIONS, TRUSTS & ESTATES
BUSINESSES & BUSINESS OWNERS
From managing retirement plans and boosting business value to crafting solid estate and tax plans, we’re your go-to team for achieving your goals. Let’s make your business and your financial goals thrive together.
WEALTH MANAGEMENT FORMULA => WM = IC + RM + AP
INVESTMENT CONSULTING (IC)
RELATIONSHIP MANAGEMENT (RM)
RELATIONSHIP MANAGEMENT (RM)
Duncan Wealth Management performs an evaluation of your unique ability, willingness, and need to take an investment risk. We will create an investment strategy for a path defined and communicated by your comfort level and needs to help you manage your wealth.
RELATIONSHIP MANAGEMENT (RM)
RELATIONSHIP MANAGEMENT (RM)
RELATIONSHIP MANAGEMENT (RM)
Your advisor is committed to you. Our discovery process focuses on understanding your personal goals to develop an individualized wealth plan and drive your financial investments. We work in harmony with your entrusted professional advisors, including family members, closely-held business interests, attorneys, and other investment advisors.
ADVANCED PLANNING (AP)
RELATIONSHIP MANAGEMENT (RM)
ADVANCED PLANNING (AP)
As trusted advisors, we offer investment solutions rather than investment products throughout your wealth management life cycle. Our expertise in handling complex financials and tax matters – cash flow planning and projections, college planning, financial planning, estate planning, business succession, asset transfers and protection, tax efficiency, charitable giving, etc. – can be invaluable to enhancing and protecting your wealth accrual.
TAILORED PLANS TO HELP YOU MANAGE AND MITIGATE RISKS
For all of the hard work you have put into accumulating, preserving and ultimately distributing your wealth, you deserve a solid plan and steadfast peace of mind in knowing your income and assets are protected. Duncan Insurance Solutions offers a range of insurance services to help you meet your financial goals, safeguard your wealth and protect your assets in a variety of circumstances.
Contact Me
Better yet, see us in person!
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Duncan Financial Solutions, PLLC
D. Duncan Welch, CPA, PMP, CSM, MBA Founder and Managing Parter +1.601-937-3585
Hours
Open today | 09:00 am – 05:00 pm |
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