It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Steven Duncan

Steven Duncan

Private Wealth Advisor

Managing Director
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Team

Nancy Wood

Nancy Wood

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7
  • Series 66
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