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Private Client Services

Our Private Clients Get the Personal CFO Experience

For our private clients (individuals) our exceptional services truly set us apart. Whether you are looking for assistance managing your personal finances or need help with your estate plan or a combination of the two, we have you covered. Our services include investment management, tax, and estate planning, financial planning, insurance services, and charitable giving. Coordination of our related practice groups and the interrelated areas of your financial life, with the practical day-to-day detailed project management to make things happen - that's the Duncan & Haley Personal CFO experience.

Investment Management

Investment Management


Creating strategies tailored to your needs to protect and grow your portfolio.

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Estate Planning

Estate Planning


Preserving wealth from one generation to the next.

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Financial Planning

Financial Planning


Build, preserve and manage wealth over time. 

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Wealth Management 

Wealth Management 


A culmination of services from our various, related practice areas.

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For Private Clients, The Following Two Components of Our Personal CFO Experience Really Set Us Apart:

A Cross-Disciplined Approach

A Cross-Disciplined Approach

Our experience with corporate finance, executive benefits, employer stock options, and business succession planning plays a central role in how we develop plans for our private client's also. A family's estate, business succession, investment, and tax plans are all interrelated. Shouldn't they be coordinated in design and structure too? We certainly think so and our clients gain incredible efficiencies from our cross-discipline team. Our experience among these interrelated financial areas enables our team to coordinate structure on your behalf - a significant value-add for clients.

For Businesses
An Efficient Project Manager to Get it Done

An Efficient Project Manager to Get it Done

Our project management services make great plans and projects come together seamlessly. In the past, we have shared client's frustration with many rounds of expensively devised, well-laid plans that never get implemented because no one is officially in charge to "get it done". How long has that will been laying around, unsigned? How about the LLC you've been meaning to set up for your rental properties? Let us handle it for you.

Using our project management services to execute your plans, is perhaps our client's most valued experience. That means assigning and tracking tasks and ownership across all of the involved professionals - (including your attorneys, CPA, business valuation firm). All the while making sure the team is aware whose court the ball is in and providing the nudges that are often needed to move things along.

The best-laid plans only work if they get executed. We are here to make sure they do.

Our Management Team

Get the Personal CFO Experience

Speak to one of our experienced financial advisors today.

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