Duncan & Haley, Ltd is an independent wealth management and institutional consulting firm known for creative thinking, thoughtful analysis and superb execution of truly comprehensive services.
The firm is comprised of professionals with backgrounds in finance, economics, investments, corporate and private client planning, benefits, and insurance. We also formally retain local tax and legal advisors and work closely with our clients' other professional advisors to collaborate on planning objectives and potential solutions. This combination of professional expertise results in an unsurpassed understanding of our clients' current positioning, resource availability, and ultimate goals.
As an independent Registered Investment Advisor, independent insurance broker, and affiliate of the nation's leading independent broker dealer, LPL Financial, we offer extraordinary access to the market of financial products. Because neither Duncan & Haley, Ltd nor LPL Financial offers any proprietary products or investment banking services, we have the ability to approach the market with complete objectivity. Institutional and Private Clients alike, receive balanced and unbiased evaluations and recommendations surrounding planning, investment and insurance strategies.
The Result: True comprehensive wealth management.
105 SOUTH MAIN STREET, SUITE 205 SEATTLE, WA 98104
PHONE: 206.625.2658 | FAX: 206.625.3285