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
Covering Your Bases
Ahhh, spring! A time when the world seems to start anew. Trees are budding, flowers are blooming, animals are building little nests for their young’uns, gardens are being planted, houses are being cleaned, and investors are covering their financial bases. Yes, just as...
Rates Rise, Values Fall – Where are we now?
Following the 2022 market, when nothing seemed to work and equities and fixed income moved in the same direction – DOWN - I read with great interest about the declared death of the balanced portfolio, particularly the 60/40 portfolio. Now in the recent press, it seems...