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Duckett Wealth Management is an independent financial advisory firm specializing in retirement planning and investment management. Because we are independent, we are not owned by a brokerage firm or insurance company. We are not driven by sales quotas. Our independence allows us to provide unbiased advice.

Our goal is to look at all the different wealth management issues you face, so that we can construct a complete financial blueprint for your life. By providing a wide variety of services under one roof, we help you simplify your finances and create a better plan for the future. Our services include:

Personal, fee-only financial planning

•401k and IRA Investing

•Investment Management

•Retirement, tax and estate planning strategies

•Building asset allocation models

•Disciplined portfolio management

•Retirement plan rollover services

•Second opinion on your current investment portfolio or financial plan

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