The Duckworth Advantage

THE DUCKWORTH ADVANTAGE

We ensure your financial life doesn't
overtake your real life

We Understand

Not all wealth management advisors are alike. Duckworth stands out from the rest because we are uniquely qualified to help clients define their goals and reach them. We evolved from a CPA firm culture, so detailing options and helping clients make smart, informed decisions is natural to us.

We Give

Good old-fashioned service. Our personalized strategies for financial planning, tax consulting, retirement planning, investment management, estate planning, and personal office services give our clients a level of service unique in the industry.

We Listen

To your needs. Unlike some huge, impersonal wealth management firms where clients feels lost in the bureaucracy, we spend time with our clients and get to know them so we understand what matters to them. Then we offer knowledgeable, unbiased advice.

We Connect

With key experts to assist in areas outside our expertise, such as estate attorneys and insurance agents, who not only have vast knowledge and experience; they have good bedside manners and our same desire to put the client first. Think of us as your personal Chief Financial Officer in times of need. When clients ask if we can do something, the answer is always, “Yes, we can help.”

We Believe

In helping you pursue your dreams.
That is our mission. That is the Duckworth Advantage.