Wealth Management | Secure Retirement Strategies

Wealth Management

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Duke & Duke is the investment group for Secure Retirement Strategies.

We are Fiduciaries, and are registered with the SEC

We provide investment advice, make recommendations and manage our client’s assets.

We will meet with individuals and families, determine what they need, then recommend an asset allocation that best suits their needs.

Our goal is to be a central spoke in the client’s wealth planning needs, focusing on things like managing their entire financial picture, make appropriate recommendations and managing mandatory distribution requirements on retirement accounts.

Investments in the market are not guaranteed and are subject to markets gains or losses.