Private Client Services

Duncan & Haley private clients benefit from our independence and diversified experience in numerous ways. The synergy between our corporate benefits and individual planning expertise results in a uniquely efficient (optimized) combination of client resources (business and personal) in the accomplishment of client objectives.

Through our fee based financial planning, investment management, insurance brokerage resources, and robust wealth management system, we are able to provide truly comprehensive wealth management for our Private Client families.

Our independent structure and fee based model enables us to approach each client situation with complete objectivity.

We invite you to learn more about the following Private Client Services offered by Duncan & Haley:


Investment Management

Estate Planning
Financial Planning
Insurance Services
Comprehensive Wealth Management

For more information on our services or to schedule a no-obligation consultation, contact us to Further the Discussion.