Duncan & Haley

At Duncan & Haley, Ltd., we pride ourselves on offering comprehensive wealth management services to our esteemed clients. With our team of experienced professionals, we provide tailored solutions to address your unique financial goals, challenges, and aspirations. Our commitment to understanding your needs and developing customized strategies sets us apart from other financial advisors.

Comprehensive Wealth Management

As a Seattle-based firm, we offer a wide range of services designed to help individuals, families, and businesses achieve their financial objectives. Our comprehensive approach to wealth management encompasses investment management, estate planning, financial planning, insurance services, and more. We take the time to understand your goals, risk tolerance, and overall financial situation to develop a personalized plan that addresses your unique needs.

Investment Management

Our investment team is dedicated to providing expert investment advice and portfolio management services. We employ a disciplined, research-based approach, focusing on long-term results and risk management. We offer a range of investment strategies, from conservative to aggressive, to suit your comfort level and goals.

Estate Planning

As a critical component of our comprehensive wealth management approach, our estate planning services ensure that your legacy is protected and your loved ones are provided for. We work closely with our clients to develop a customized estate plan that aligns with your goals, values, and family dynamics.

Insurance Services

Our insurance services team is well-equipped to provide expert guidance on various insurance products, including life insurance, disability insurance, and long-term care insurance. We help you navigate the complexities of insurance planning to ensure you have the necessary protection and coverage.

Financial Planning

At Duncan & Haley, we believe that financial planning is a critical component of achieving your long-term goals. Our financial planning services are designed to help you make informed decisions about your finances, create a budget, and plan for the future.

Private Clients

As a private client of Duncan & Haley, you can expect personalized attention, expert guidance, and tailored solutions to address your unique financial needs. We work closely with your other professional advisors to ensure a comprehensive approach to your financial well-being.

Businesses & Foundations

We understand the unique financial challenges faced by businesses and foundations. Our team of experts provides comprehensive wealth management services tailored to the distinct needs of your organization. Our services include investment management, estate planning, and insurance services designed specifically for businesses and foundations.

Retirement Plan Services

Whether you're nearing retirement or already retired, our retirement plan services are designed to help you achieve your financial objectives. We provide expert guidance on retirement planning, investment strategies, and income generation to ensure a comfortable retirement.

Foundations & Endowments

As a trustee or foundation representative, you require expertise in managing your organization's assets and ensuring the long-term sustainability of your foundation. Our team provides customized investment management, estate planning, and insurance services to support your goals and objectives.

Executive Benefits

As an executive or business leader, you understand the importance of executive benefits to attract and retain top talent. Our team offers expert guidance on executive compensation, employee benefits, and retirement planning to support your organization's goals.