At Duncan & Haley, our professionals bring a deep understanding of the challenges faced by individuals, families, business owners, institutions and foundations seeking to protect and grow wealth in today’s increasingly complex financial marketplace. Our independent approach is rooted in the belief that no single investment manager or strategy is likely to offer the highest level of expertise and performance in all categories of investment. For this reason, we have deliberately structured our firm as an independent entity, not beholden to any mutual fund or insurance company. Instead, we provide objective advice coupled with unconstrained access to the investment managers, financial products and custom strategies that best fit your individual needs and goals.
Whether you seek assistance in managing your personal finances, guidance with structuring your company’s benefit plans, the development of a business succession and estate plan or wish to capture the efficiencies realized by coordination in all of these practice groups, we can help. We are here to assist you in meeting all your interrelated financial needs in an environment where placing your best interests first is always our top priority.
Investment ManagementEstate PlanningFinancial PlanningInsurance ServicesComprehensive Wealth Management
Retirement Plan ServicesInsurance ServicesFoundations & EndowmentsExecutive Services
Watch a demonstration of our wealth management system.