Built on experience.
Driven by vision.
We’re a multi-generational firm blending experience and innovation to help clients move from financial uncertainty to lasting clarity.
Built on experience.
Driven by vision.
We’re a multi-generational firm blending experience and innovation to help clients move from financial uncertainty to lasting clarity.
Our Story
After over three decades of building a successful wealth management firm from the ground up, Rick Keller, CFP, was tired of running into the same roadblocks that kept him from serving his clients to the best of his abilities. He had seen firsthand how the legacy standards in the industry were limiting growth for both clients and advisors.
Enter Zane Keller, CFP, Rick’s son and business partner. With a background in technology, operations, and business strategy, Zane brought a fresh perspective by challenging the status quo and re-imagining how things should work, not just how they have always been done. The combination of Rick’s seasoned commitment to excellent wealth management and Zane’s innovative, people-first approach is paving the way for a new kind of wealth management firm the community has been waiting for.
At Ducere Wealth, we guide our clients to navigate their unique investment strategies through expert guidance, operational excellence, and innovative, technology-driven solutions.
Our vision is to be the leading provider of tech-driven, tax-optimized wealth management services for clients through our advisory support, where every client’s assets, time, and relationships are prioritized.
Our Values
At Ducere Wealth Management, our values guide every interaction, ensuring that our clients feel secure and valued.
Integrity
We earn trust by doing what’s right with honesty, transparency, and consistency.
Service
We put clients first by listening closely, caring deeply, and delivering with excellence.
Innovation
We bring fresh ideas to financial planning, creating solutions that stay ahead of the curve.
Collaboration
We build wealth through shared goals, open communication, and meaningful partnerships.
What Makes Us Unique
We don’t follow the industry. We redefine it. Outdated practices hold clients back. The Ducere Way is built to move you forward with clarity, integrity, and strategy.
Industry Norms
The Ducere Way
Our Team
Most financial advisors focus on products. At Ducere, we focus on people, offering a relationship-first approach that is personal, transparent, and rooted in trust.
.avif)
.avif)
.avif)