Being a registered fiduciary with Dalbar signifies adherence to high ethical standards and commitment to acting in the best interests of clients,
as verified by a leading independent authority on financial services.

What Makes Us Different

Owned collectively by us, not by banks or investment firms, Duke & Duke prioritizes client interests above all. Unlike others offering one-size-fits-all solutions, we craft personalized financial plans by understanding your unique goals, needs, and life situation, ensuring advice that's as individual as you are.

Who Makes Decisions?

Leveraging over 120 years of combined investing expertise, we collaborate with you on every strategic decision, never acting without your consent. Our commitment to a holistic, long-term investment strategy and our dedication to acting in your best interests-free from outdated conventions distinguish our personalized service from traditional advisory practices.

Our Fee Structure

Unlike some money managers, we don't earn commissions on trades.Instead, we charge a fee on the money that is invested in our portfolios. We never charge a fee on cash in the account. By doing this we're always focused on clients' best interests, and when our clients do better, we do better.

Your Goals, Our Priority

With over 50 years of history,
Duke and Duke Wealth Management, a subsidiary of Secure Retirement Strategies, delivers expert investment advice. Whether it's saving for a home, education, early retirement, or ensuring a comfortable future, we guide you in setting and achieving your financial goals through our tailored services.

Comprehensive Wealth Management
for Every Life Stage

From wealth accumulation and retirement planning to legacy enhancement, your dedicated wealth planner is committed to guiding you at every step. We offer bespoke portfolio strategies based on a deep understanding of your individual goals, risk tolerance, and financial situation. Our approach involves creating a tailored investment plan, ensuring discipline with hands-on advice and resources. All account activities are non-discretionary, requiring your approval before any transaction, guaranteeing a personalized service aligned with your long- term financial aspirations.

Expert Portfolio Analysis and Optimization

We conduct thorough evaluations using Morningstar and iQUANT to provide a detailed analysis and personalized recommendations for your portfolio's growth and improvement. Seeking a second opinion from us, much like consulting a specialist for a medical diagnosis, can offer crucial insights into risk management, diversification, and fee efficiency, ensuring your investment strategy is optimized as you near retirement.

Personalized Investment Strategy Development

We ensure your comfort with our investment recommendations, leveraging our extensive experience in managing assets for high-net-worth individuals and their families. Recognizing that each client has unique needs influenced by various factors, we tailor our investment strategies from the start and adapt as your requirements evolve.This personalized approach, coupled with continuous communication, enables us to manage your assets efficiently and achieve your financial goals.

Fiduciary Investment Management

We use top-rated investments to create diversified portfolios tailored to each client's goals, avoiding mutual funds to minimize extra fees from advisors and fund managers. Our strategy integrates top-down investment analysis with bottom-up company evaluation, while also considering economic and political impacts on markets and sectors.

Why Should I Pay for Services I Could Manage Myself?

Here's How We Offer Value and Save You Money:

1. Crafting "Do-Able" Plans
2. Providing More than Financial Advice
3. Guiding on Optimal Investment Timing and Choices
4. Planning for Your Income Needs
5. Alleviating Financial Stress

Our client relationships are long-lasting and interactive, guaranteeing consistent, unbiased advice and support. We proactively engage with youabout your goals and successes, not just when it suits us.We excel in providing top-tier, affordable institutional funds and varied,risk-adjusted portfolios, independent of proprietary limits and withoutreceiving fees from product vendors.

Why Specialized Expertise?

We provide end-to-end financial guidance, from tax to estate planning,prioritizing your needs to achieve long-term goals. Our expertise supportspre-retirees and retirees in navigating retirement planning, investmentstrategies, and tax-efficient income, emphasizing personalized financial solutions.

As retirement approaches, we help manage crucial decisions and regulatorycompliance, minimizing risks of penalties and taxes. Our unique approachcombines personalized advice with the expertise of seasoned advisors, offering a distinct wealth management experience.

DUKE & DUKE WEALTH MANAGEMENT LLC FAQ

Can't I just find my own financial advice online?
We take a holistic approach to your financial planning, integrating
investments with a suite of services to optimize your
financial healthbeyond just stock market investments.

Our comprehensive service offering includes:
• Retirement planning
• Superannuation
• Personal insurance
• Pension review and optimization
• Tax - Free income
• Long-term care options
• Tax efficiency

By centralizing these services, we eliminate the complexity of managingyour finances through multiple channels or on your own, ensuring acohesive strategy tailored to your unique situation. We focus on maximizingyour assets for retirement,
employing strategies for efficient withdrawals and
leveraging tax advantages to secure your financial future.

Doesn't everyone claim to be "Client Focused"?
Since launching in 2013, we've prioritized client-first strategies,distinguishing us from other investment firms. Our structure divides salesand portfolio management to provide focused, specialized attentionthroughout our relationship.

Your life's journey is unique, and we believe your financial strategy should be too.
We customize financial plans to fit your individual needs and adapt as your life evolves.

As fiduciaries, we're legally bound to act in your best interest, free from product sales or commissions, ensuring our advice aligns with what's best for you…

Website Terms & Conditions

Please read the following terms and conditions (“Terms and Conditions”) carefully before using this website.

Investment Adviser is an investment advisor firm with its principal place of business located in _______________. Investment Adviser and its investment adviser representatives are in compliance with the current registration requirements imposed upon registered investment adviser firms by those states in which we maintain clients. Investment Adviser may only transact business in those states or other jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Investment Adviser does not provide investment advisory services to residents of the European Union.

____________________ (“Affiliate”) is an affiliate of Investment Adviser. Although our Affiliate is referenced in this website, Affiliate is not licensed as an investment adviser and does not provide investment advice regarding securities or investment advisory services. Likewise, the employees and independent contractors of our Affiliate may not be registered as investment adviser representatives of Investment Adviser and therefore not able to provide investment advice regarding securities or investment advisory services. You should check with Investment Adviser and www.adviserinfo.sec.gov to verify that an employee/independent contractor of our Affiliate is registered as an investment adviser representative of Investment Adviser and thus able to provide you with investment advice regarding securities or our investment advisory services.

Important information describing Investment Adviser’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Investment Adviser will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.

For detailed information about Investment Adviser’s investment adviser representatives who may serve retail clients, you may also visit www.adviserinfo.sec.gov and view background information about such investment adviser representatives.
This website is published in the United States for residents of the United States. Investment Adviser is not soliciting business in international jurisdictions where it is not registered.

This website is intended for informational purposes only. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Investment Adviser) made reference to directly or indirectly by Investment Adviser in its website, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Viewing or utilizing information on this website, or contacting or responding to our offices or investment adviser representatives does not create an investment advisory relationship of any kind. An investment advisory relationship can only be established and investment advice can only be provided after the following three events have been completed: (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; (2) the execution of a written engagement and fee agreement; and (3) delivery of the Form ADV disclosure brochure.

Investment Adviser uses links to other web sites in an effort to assist users in locating information on topics that might be of interest to them. We cannot attest to the accuracy of information provided by linked sites. Linking to a web site does not constitute an endorsement by Investment Adviser of any of its employees of the sponsors of the site or the products presented on the site. Technical problems with outside links, other than a link that has been moved or changed, should be reported to the entity that maintains the site.

Our website is provided to you without charge as a convenience and for your information only. By providing access to our website content, we do not warrant nor represent the following:

• the content is accurate or complete;
• the content is up-to-date or current;
• we have a duty to update any content;
• the content is free from technical inaccuracies or typographical errors; and
• your access to our website will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our website at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this website by Investment Adviser) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a complete loss of principal.

Nothing on this website should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investment Adviser does not render or offer to render personal investment advice or financial planning advice through our website.

What Makes Us Different

Who Makes Decisions?

Our Fee Structure

Your Goals, Our Priority

Comprehensive Wealth Management for Every Life Stage

Comprehensive Wealth Management
for Every Life Stage