What We Do

WHAT WE DO

 

What Does Wealth Management Actually Mean?

Wealth management is a financial strategy that first identifies your goals, and then sets a plan into action to reach those goals. It sounds simple, but it takes a team of dedicated, knowledgeable and experienced professionals to help you understand your options and make intelligent, informed decisions.

Investment Management

So you need investment management. What a nice problem to have. Let us help. We want our clients to see their wealth as an opportunity to live the life that brings them the most happiness. To do this, we provide comprehensive investment management that is individualized to fit your present and future needs.

You don't have to worry about life's twists and turns because our investment managers will help you stay on the right course.

Our personalized plans include the following services:

  • Portfolio Performance Analysis
  • Risk Evaluation
  • Asset Allocation
  • Tax and Expense Minimization
  • Tax Gain/Loss Harvesting
  • On-going Performance Reporting
  • Financial Goals Measurement

Financial Life Planning

A deep understanding of our clients is an essential part of our success. We take the time to get to know you, to develop close personal relationships and help you identify your goals and what is important to you. We then develop an individualized wealth management plan to support your passions and lifestyle.

Wealth Planning

Wealth planning is more than just investment advice; it's your financial life. And since you only have one life, you need to get this right. For your peace of mind and for the peace of mind of those you hold close, you can rely on the expertise of our experienced wealth planners.

The Duckworth Team Can Help You With:

  • Financial Life Planning
  • Tax Planning and Tax Return Preparation
  • Wealth Transfers and Estate Plan Reviews
  • Insurance Planning and Analysis
    • Charitable and Legacy Planning
    • Retirement Planning
    • Stock Option Analysis
    • Business and Succession Planning
    • Social Security and Medicare Planning

      "The only question with wealth is what you do with it."

      - John D. Rockefeller

      Personal Office Services

      Because there is only one of you, every personal office is intrinsically under-staffed. Our personal office services will free up your time so you can stop watching the paperwork pile up and concentrate on enjoying your life. Let us deal with the details so you don't have to.

      So here's what your new "staff" can do for you:

      • Coordinate Professional Advisors, including Attorneys, Bankers and Insurance Brokers
      • Bill Payment
      • Household Employee Payroll
      • Home Office Organization and Set-up
      • Real Estate and Mortgage Analysis
      • Commercial and Rental Property Management Oversight

      Why Do You Need Wealth Management?

      Good question. High-net-worth individuals and families need specialized wealth managers to coordinate the complex investment solutions and services required to achieve their financial and personal goals. In other words, wealth management lets you stop worrying about the day-to-day management of your money so you can spend your time actually enjoying it.