Welcome — I’m so glad you’re here!
I’m excited to share my journey in the financial industry, a field that has been both my passion and profession for many years. Financial advising and wealth management have been my life’s work, but more than that, they’ve become a way for me to truly connect with people and make a difference in their lives.
Over the years, I’ve had the privilege of helping clients not only grow their wealth but also protect it and pass it on with purpose. I understand life can get complicated — finances included — that’s why we’re here: to help uncomplicate the complicated and bring clarity to your financial world.
Wherever you are on your financial journey, we are here to help!
Darlene Duncan
Wealth Advisor and Partner
Darlene Duncan
Wealth Advisor and Partner
Welcome — I’m so glad you’re here!
I’m excited to share my journey in the financial industry, a field that has been both my passion and profession for many years. Financial advising and wealth management have been my life’s work, but more than that, they’ve become a way for me to truly connect with people and make a difference in their lives.
Over the years, I’ve had the privilege of helping clients not only grow their wealth but also protect it and pass it on with purpose. I understand life can get complicated — finances included — that’s why we’re here: to help uncomplicate the complicated and bring clarity to your financial world.
Wherever you are on your financial journey, we are here to help!
A Message from Darlene…
Articles by Darlene Duncan
Bye Bye and Buy Bonds
“Bye Bye and Buy Bonds” was a sign often used by Bob Hope during World War II. It was a promotion to buy U.S. Savings bonds to help fund the war effort. Catchy phrase, I think. As we enter the era of a new administration, which has brought uncertainty and volatility...
Legacy and the Elves
It’s that time again! The holidays …. The most wonderful time of the year. A time for holiday parties, family gatherings, gift giving, and hearts full of joy. A time for treasuring our past and looking to the future. I, for one, have always loved this time of year....
Magnificent Munis
The fixed income market is in transition as we are on the eve of the Federal Open Market Committee’s (FOMC) September meeting where it is anticipated, no – it is expected, that the FOMC will reduce rates for the first time since 2020. As investors, it is important to...