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Alexis M

CFP®, Series 65

Las Vegas, NV

Ducere Wealth Management

Alexis Miranda is a CFP® and Series 65-registered advisor at Ducere Wealth Management with three years of industry experience. Prior to joining Ducere Wealth Management in 2025, Alexis worked at The Investment Counsel Company for seven years. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient strategies, incorporating alternative investments for accredited investors.

Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy General estate planning guidance Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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