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Comprehensive Wealth Management

Coordinating the Pieces of the Puzzle - a Culmination of our Practice Groups

Welcome to Duncan & Haley's Comprehensive Wealth Management Service, where we combine our extensive expertise across multiple financial disciplines with cutting-edge technology to provide our clients with a truly holistic view of their finances.

Our proprietary process and system is the backbone of our service, allowing us to gather and analyze all your financial information from various sources, including investment accounts, loans/mortgages, insurance policies, rental properties, and business interests. A clear and comprehensive view of your financial position allows our diverse team of experts to develop tailored investment and financial plans that take into account your unique circumstances, holdings and objectives.

Our system is constantly updated with the latest data, providing our clients with real-time insights into their financial position and forecast. Additionally, our clients have access to a personal login that allows them to monitor their financial information and track their progress towards their financial goals. Temporary access can also be granted to other advisors, such as CPAs and attorneys, as needed.

But our system is only one piece of the puzzle. Our team of experts from various financial disciplines, including investing, financial planning, estate planning, business planning, and insurance, work together to provide our clients with a truly comprehensive service. We take into account your forecasted cash flows, liquidity needs, tax rate over time, financial plan, business succession plan, and estate plan to develop a customized approach that meets your unique needs.

Our approach has saved families and businesses millions of dollars over time. Contact us today for real-life case studies on how our Comprehensive Wealth Management Service can help you achieve your financial goals.

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