Doceo Wealth

Doceo Wealth is a fee-based wealth advisory firm that is committed to helping you access the widest possible array of investments and strategies to meet your unique needs. We take pride in our relationship-based approach, which allows us to quickly establish trust with our clients and ensure that we spend time on the issues that matter most to each individual.

At Doceo Wealth, we believe that our clients deserve the highest possible standard of service. That's why we hold ourselves to the highest possible ethical standards, ensuring that our clients' goals, their money, and their financial team are always aligned. We are committed to complete cost-transparency, which helps give clients the confidence that their goals, their money, and their financial team are all working towards the same end.

Our firm is made up of a team of experienced financial advisors who are passionate about what they do. We thrive on being an experienced guide to help you navigate your way towards a successful and meaningful retirement. Our commitment to excellence has earned us the trust and confidence of a diverse set of clients, ranging from individuals and families to businesses and professional athletes. For each client, our solution set is both comprehensive and fully-customized to meet their needs.

What We Do

At Doceo Wealth, we offer a range of services designed to help our clients meet their financial goals. These services include:

• Portfolio design and management: We'll work with you to design a customized portfolio that is tailored to your unique needs and goals. Our team of experienced financial advisors will manage your portfolio on an ongoing basis, making adjustments as needed to ensure that it remains aligned with your goals.
• Retirement planning: We'll help you plan for the retirement you've always dreamed of. Our team of financial advisors will work with you to develop a comprehensive retirement plan that takes into account your unique needs, goals, and circumstances.
• Estate and wealth transfer: We'll help you protect and preserve your wealth for future generations. Our team of financial advisors will work with you to develop a customized estate plan that ensures your assets are transferred to your heirs in the most tax-efficient manner possible.
• Business planning: We'll help you plan for the future of your business. Our team of financial advisors will work with you to develop a comprehensive business plan that takes into account your unique needs, goals, and circumstances.
• Risk management: We'll help you manage risk in your investment portfolio. Our team of financial advisors will work with you to develop a customized risk management strategy that is tailored to your unique needs and goals.
• Insurance planning: We'll help you protect yourself and your loved ones with the right insurance coverage. Our team of financial advisors will work with you to develop a customized insurance plan that takes into account your unique needs, goals, and circumstances.
• Legacy planning: We'll help you create a lasting legacy. Our team of financial advisors will work with you to develop a customized legacy plan that ensures your assets are transferred to your heirs in the most meaningful and impactful way possible.

Who We Serve

At Doceo Wealth, we serve a diverse set of clients, ranging from individuals and families to businesses and professional athletes. For each client, our solution set is both comprehensive and fully-customized to meet their needs. We take pride in the fact that a majority of our clients were referred to us by other clients, and we're committed to continuing to provide the same level of service that has earned us their trust and confidence.

Meet the Team

Our team of financial advisors is made up of experienced professionals who are passionate about what they do. At Doceo Wealth, we believe that our clients deserve the highest possible standard of service, and our team is committed to delivering just that. Get to know our team of financial advisors:

• David: With over 20 years of experience in the financial services industry, David is a seasoned financial advisor who is passionate about helping his clients achieve their financial goals.
• Johan: As a CERTIFIED FINANCIAL PLANNER professional, Johan is committed to providing his clients with the highest possible standard of financial advice. He has over 15 years of experience in the financial services industry.
• Travis: Travis is a financial advisor with a passion for helping his clients achieve their financial goals. He has over 10 years of experience in the financial services industry.
• Higgins: With over 25 years of experience in the financial services industry, Higgins is a seasoned financial advisor who is committed to helping his clients achieve their financial goals.
• R. Jeffrey. Durham: As a CERTIFIED FINANCIAL PLANNER professional, R. Jeffrey. Durham is committed to providing his clients with the highest possible standard of financial advice. He has over 20 years of experience in the financial services industry.
• Julie: With over 15 years of experience in the financial services industry, Julie is a seasoned financial advisor who is committed to helping her clients achieve their financial goals.
• Mark: Mark is a financial advisor with a passion for helping his clients achieve their financial goals. He has over 10 years of experience in the financial services industry.

At Doceo Wealth, we're more than just an investment management firm. We're here to be your experienced guide, helping you navigate your way towards a successful and meaningful retirement. Contact us today to learn more about how we can help you achieve your financial goals.