Broker Check

Comprehensive Wealth Management

Coordinating the Pieces of the Puzzle - a Culmination of All Our Practice Groups

Comprehensive wealth management is the culmination and coordination of services from our practice areas. Imagine all of pieces to your puzzle being coordinated in a thoughtful and efficient way - that is Duncan & Haley's Comprehensive Wealth Management difference.

Our Comprehensive Wealth Management System captures information from all of your current financial service providers (banks, mortgage companies, insurance providers, etc.), along with sophisticated tracking of business interests, rental properties and depreciation schedules, providing a truly comprehensive and transparent approach. Our secure, customized website allows you and designated advisors and/or trusted family members to see a complete real-time snapshot of every financial balance you have across financial accounts and institutions.

  • With your permission, the site can be accessed by your other trusted advisors, including attorneys and CPAs.
  • This complete aggregation of balances from your checking, savings, investment accounts, credit card companies, and mortgage companies provides you with an accurate, daily net worth statement that then dynamically overlays your financial plan, enabling you to see if you are on track every step of the way.

The Result: Full transparency and 24/7 access to real-time financial data at your fingertips as well as a powerful planning and scenario testing engine to help model and visualize the vast array of planning concepts available, helping you make informed and forward looking decisions.  When combined with our cross-disciplinary expertise, Duncan & Haley is a powerful partner to have leading or being a part of your financial team.

Contact us today for real life case studies on how our efficiencies have saved families and businesses millions over time!

Contact Us