Fiduciary Excellence. Unparalleled Personalization.
At Duke & Duke Wealth Management, we serve as fiduciary stewards of wealth for individuals and families who expect more—more expertise, more transparency, and more alignment with their long-term interests.
We are registered with the state of Pennsylvania. We are certified by DALBAR, and we uphold the highest ethical and professional standards in wealth management. As independent advisors, we are not beholden to banks, brokerage firms, or product providers. Our singular focus is—and always will be—on what’s best for our clients.
As a boutique firm with a global perspective, we provide bespoke financial planning and investment management services tailored to the distinct needs of high-net-worth individuals, retirees, and multigenerational families. From preserving wealth to building a lasting legacy, our holistic approach integrates investment management, tax planning, estate strategy, and risk mitigation into one seamless advisory relationship.
What You Can Expect From Us
Whether you're preparing for retirement, managing a business exit, or building a family legacy, our team brings decades of experience and a deep commitment to discretion, excellence, and results.
Personalized Strategy
A comprehensive, goals-based plan that evolves with youIntegrated Expertise
Coordinated investment, tax, estate, and insurance guidanceDedicated Relationship
A responsive, senior-level advisor who knows your full pictureObjective Advice
No commissions. No proprietary products. Just what’s best for youTransparency and Access
A secure Wealth Management Dashboard and clear performance reportingInstitutional Discipline
Portfolios backed by rigorous research and oversight by our in-house associatesAt Duke & Duke, we don’t just manage wealth. We elevate your financial life with purpose and precision.
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Why Clients Choose Us
Uncompromising Fiduciary Integrity
We are a State registered investment advisory firm that has a fiduciary duty to its clients, our partnership with Dalbar reflects our adherence to the highest standards of fiduciary excellence—independently verified to ensure complete alignment with your best interests. Dalbar helps wealth management clients by offering tools and analysis to improve investor behavior and investment performance.
Privately Held. Client-Aligned. Conflict-Free.
We are owned and operated by our partners—not banks, insurance companies, or outside shareholders—allowing us to remain singularly focused on you, not sales quotas or product incentives.
Elite Experience. Personalized Attention.
With decades of combined advisory experience , our firm delivers the insight and stability of institutional-level strategy, while maintaining the responsiveness and confidentiality of a boutique practice.
Our Team
Working as Vice President, Case Design Manager Phil designs individualized retirement plans that meet client’s goals. Phil is also registered as an Investment Adviser Representative. As a long time financial analyst, Phil transitioned into personal finance after his father passed away with a calling to help as many people as possible plan for both the expected and the unexpected in retirement.
John has 20 years of experience in the financial services industry. He has committed himself to providing the best experience for customers during his career and has worked with annuities and life insurance for many years.
Jennifer has over 10 years of financial services industry experience. Her passion for insurance and financial services comes from valuing what it takes to protect people and their families.
Jesse holds a Bachelor’s degree in Economics from Wheaton College and has been a Certified Financial Planner™ since 2018. With extensive experience in the financial services industry, Jesse most recently served as a Financial Advisor at Vanguard and has also worked with Raymond James and D.K. Brede Investment Management.
After beginning his career in education, Dave Morrison transitioned to Vanguard, where he earned multiple FINRA licenses and discovered a passion for financial planning. He became a Certified Financial Planner™ professional in 2022 and later joined Fidelity, broadening his expertise across the financial services landscape. Dave is dedicated to helping clients align their financial goals with clarity and confidence through thoughtful, relationship-driven guidance.
Join Our Next Seminar
Learn how to work towards achieving your ideal retirement.