Over 20 years of experience providing wealth management, insurance consulting and 401(k) services to our valued clients. For over 20 years, Duncan & Haley has served the greater Puget Sound as a 401(k), Wealth Management and Insurance expert. And for over 20 years, we have remained steadfast in our mission: to always act with our clients' best interests at heart.
We understand the importance of being able to trust your advisor, and we work hard to maintain that trust. We are privately held. We are fervently independent. We are educational and unbiased in our approach. Clients know that they can trust the advice we give without second guessing it. Our team is filled with a diverse mix of experienced professionals who are here and ready to help.
We understand the importance of being able to trust your advisor, and we work hard to maintain that trust. We are privately held. We are fervently independent. We are educational and unbiased in our approach. Clients know that they can trust the advice we give without second guessing it. Our team is filled with a diverse mix of experienced professionals who are here and ready to help.
Services
At Duncan & Haley, Ltd., our clients benefit from our professional experience, education, and knowledge gained over multiple market and economic cycles, and across financial disciplines including asset management, corporate and private client planning, employee benefits, estate planning, tax strategies, and insurance.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
For our private clients (individuals) our exceptional services truly set us apart. Whether you are looking for assistance managing your personal finances or need help with your estate plan or a combination of the two, we have you covered. Our services include investment management, tax, and estate planning, financial planning, insurance services, and charitable giving.
Our goal is to help you preserve and protect what is most important to you and your family and help you maintain or build the independence we all strive for. To accomplish this, we employ many of the same methodologies for our Private Clients that we utilize in our institutional engagements.
Our experience and acumen developed over many years working within the institutional investment fiduciary space enables us to provide you access to many of the nation's most acclaimed asset managers and product providers in a cost-sensitive manner.
Our experience and acumen developed over many years working within the institutional investment fiduciary space enables us to provide you access to many of the nation's most acclaimed asset managers and product providers in a cost-sensitive manner.
At Duncan & Haley, we employ a diligent process to help organize, monitor, and manage your estate in a coherent and thoughtful manner. From establishing goals to helping you pursue them; our experienced advisors are with you every step of the way. Estate planning is a process in which a person plans and prepares for what happens to their estate in the event of death.
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