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Relentlessly fighting for your financial future.
We help individuals and families plan intentionally, invest wisely, and protect their legacies.
We understand your needs and guide you to financial clarity.
“I worked hard for my money, but how is my money working for me?”
“I need someone I can truly rely on in these fast-changing markets”
“I want financial guidance, not financial jargon.”
“My priorities are shifting; I need a financial plan that shifts with them.”
A Suite of Financial Solutions Tailored for You
From investment planning to generational wealth strategies, we tailor our approach to fit your life, not the other way around.
Portfolio Planning & Investments
Personalized portfolios that reflect your goals, risk preferences, and values.
Tax Mitigation Planning
Strategies to reduce tax liabilities, increase investment efficiency, and preserve more of your wealth over time.
Retirement Planning
Retirement strategies tailored to your financial goals, helping you prepare with clarity, confidence, and peace of mind.
Estate Planning & Management
Protect your wealth through trust creation, education, tax strategies, and transition management.
Who We Serve
We partner with individuals and families who want more than financial returns. They seek clarity, purpose, and peace of mind.
Legacy-Minded Families
Multigenerational families focused on stewardship, purpose-based wealth transfer, and preserving their values across generations.
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Life Transition Clients
Individuals navigating major life moments career changes, inheritance, divorce, retirement who need trusted, steady guidance.
Emerging Wealth Builders
Professionals, entrepreneurs, and families building their first $5M in wealth and looking for thoughtful, personalized planning.
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30+ Years of Expertise
With over 30 years of combined experience, our team is dedicated to guiding you through every financial decision. We leverage our expertise to create tailored strategies that align with your unique goals.
Integrity | Service | Innovation | Collaboration
Why Choose Ducere?
Most financial advisors focus on products and portfolios. At Ducere, you’ll find a relationship-first approach that’s personal and transparent.
Expertise Tailored to Your Unique Needs
Many firms offer generic, one-size-fits-all portfolios. At Ducere, we design strategies around your specific goals and provide access to investment opportunities others overlook.
Relentless Engagement, Not One-and-Done
Most advisors disappear after the first meeting. We stay engaged, guiding you through life’s changes and staying personally invested in your long-term success.
Objective and Unbiased Advice
While some firms are influenced by proprietary products, we remain fully objective. Our only priority is helping you reach your goals with clarity and confidence.
Modern Technology That Empowers
Traditional firms are slowed down by outdated processes. We use smart technology to deliver faster insights and give you more time for what matters most.
Meet Mike Newman
A real look at what it feels like to work with Ducere Wealth
The Pressure to Get It Right
Mike felt the pressure to make smart financial decisions for himself, his family, his future. But the more he tried to figure it out, the more unsure he became.
Finally, Someone Who Gets It
At Ducere, the experience felt different. No pitch decks. No products. Just real questions and real listening. For the first time, Mike felt truly understood.
A Strategy That Makes Sense
Together, we built a clear financial plan tailored to Mike’s life. Every step aligned with what mattered most to him and his family.
Confidence, Backed by a Partner
With Ducere, Mike moves forward with clarity and peace of mind. He has a relentless partner who’s always thinking ahead and always in his corner.