A complete list of active advisors currently associated with Duckett Wealth Management

Warmer can help you find a great advisor at Duckett Wealth Management or one who fits your needs even better.

Duckett Wealth Management provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), businesses, retirement plans, foundations, trusts and other institutions. The firm also offers estate‑planning support by gathering client information and coordinating with outside estate professionals, and provides standalone financial planning engagements. Investment guidance is delivered through model portfolios aligned with clients’ objectives and risk tolerance, using fundamental analysis, diversified exposure across market caps, sectors and fixed‑income types, and tax‑aware implementation. In certain circumstances the firm may write covered calls on concentrated equity positions and conducts account reviews multiple times per year while managing client assets on a discretionary basis. The firm operates with a small advisory team (two advisors) managing roughly $53.6 million across about 100 clients and does not impose a minimum account size. The firm’s principal is licensed to sell insurance and may receive third‑party compensation for product sales, a management person has three pending judgments or liens totaling approximately $132,769, and the firm typically directs custody to a recommended custodian that provides software and operational support.

To learn more about the advisors currently working at Duckett Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.