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BROKERAGE FROM DUKE & DUKE WEALTH MANAGEMENT

We’re here to help you feel confident in your financial future.

REGISTERED INVESTMENT ADVISORS
DUKE & DUKE WEALTH MANAGEMENT

Discover why high-net-worth individuals worldwide choose Duke & Duke Wealth Management, where our role as Registered Fiduciaries and our commitment to personalized, comprehensive financial strategies set us apart in helping clients achieve their long-term financial ambitions.

OUR SERVICES

Duke & Duke Wealth Management provides comprehensive, personalized financial planning services—including managed portfolios, alternative investments, Tax Free Strategies and safe market growth vehicles without market risk, income planning and a customized social security analysis.

Duke & Duke Wealth Management partners are Registered Fiduciaries, registered with the state of Pennsylvania, and Dalbar as an investment adviser providing asset management to high-net-worth individuals worldwide. We uphold the industry’s highest standard of care and help investors reach their long-term goals through active money management.

  • College education
  • A new home
  • Medical expenses
  • Debt
  • A new business

No matter how you envision your estate to be passed down, remember the road to a meaningful financial legacy starts with a solid plan.

What MAKES DUKE & DUKE WEALTH MANAGEMENT DIFFERENT, WHO MAKES THE DECISIONS, AND HOW DO MY GOALS FACTOR IN?

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.

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commitment to a holistic, long-term investment strategy and our dedication to acting in your best interests—free from outdated conventions—distinguish our personalized service from traditional advisory practices.

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.

SPEAK WITH A DUKE & DUKE WEALTH MANAGEMENT ADVISOR TODAY
Let’s plan your financial future.
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How Can DUKE & DUKE Help Me MANAGE MY WEALTH?

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

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

We’ve helped many retirees in the following Pennsylvania and New Jersey Counties secure a bright financial future for generations to come:

  • Chester County, PA
  • Lehigh County, PA
  • Bucks County, PA
  • Northampton County, PA
  • Mercer County, NJ
  • Hunterdon County, NJ

Contact us today to get started on securing your financial future—we’re ready to help!

Michael Neft, our agent, and the entire team at Secure Retirement Strategies have been so wonderful to work with. We have peace of mind about our financial future. We would recommend Secure Retirement Strategies to friends and family. They are always available to answer any questions we may have.
Rita B.
Mike Neft and his staff were very professional and personal. We met with Mike to review our existing investments. As retirement approaches we wanted assurance that we would not exhaust our funds prior to our demise. Mike did a thorough review and suggested some changes that would provide us with guaranteed income sources.
Richard W.
The thought of making all the decisions involved with moving a lifetime of savings into the right places to secure one’s retirement years can be frightening. It was for my wife and me until our first meeting with Marc and Lou. Options were clearly explained. Questions were plainly answered. Most importantly, time was taken to build trust. We are glad that we found SRS!
Jen L.
Lou and Marc listen attentively to what we want, striving to find the best products for our financial goals and needs. They are very patient, taking the time to answer all our questions and making sure we understand the products we are purchasing. Their friendly, no-pressure personalities, paired with a vast knowledge of retirement options provides a strong feeling of confidence in their ability to assist us in meeting our retirement goals. It is a real pleasure working with the Secure Retirement Strategies team.
Kathy R.
Mike, Marc, Merrick, Lou and Christian were very patient with my wife and me in explaining a secure retirement strategy and how to better position our finances to align with our goals. We met with several of them for a few times initially, and they patiently explained the strategies we could use for saving on taxes and getting better yields from our investments. We did not feel rushed or pushed into anything we weren’t comfortable with, and I highly recommend SRS to anyone that wants a better financial future.
Tony D.
SRS is composed of a group of knowledgeable and professional advisors. There is NO sales pressure or use of other tactics in your meetings with them. Instead, expect patient and thorough listening followed by thoughtful suggestions and packages designed to meet your individual needs. They continue to check in with you throughout any process and answer all questions patiently, thoroughly and promptly. I would recommend them highly and without hesitation!
Sharon C.
All of my encounters with this group of professionals have been exceptional. They have made appropriate investment recommendations, which we have been very pleased with the results of thus far.
Ron G.
Merrick and his team have surpassed my expectations. They truly listen to their clients’ needs. I really appreciated the time they took to walk me through the many options.
Muzaffer G.
Appreciated the service and continual contact in the application process. Both Lou and Tom were very knowledgeable and not only explained everything to my satisfaction, but also made sure that I understand the policy and process. Seeing the excellent tax benefits of this policy was an eye-opener. I am very pleased with the product, policy and service and would highly recommend the use of the products and/or employees associated with Secure Retirement Strategies.
Micheal S.
I had a good experience with all the gentlemen at Secure Retirement Strategies, from the excellent dinner and presentation to the delivery of my contract. They were very patient and never pressured me to do anything and were all very knowledgeable. I put my confidence in them in making my decisions. I am glad I met them and hope to have a long relationship.
Thomas W.
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