KD Wealth Management Group
Choosing a financial advisor is about more than credentials and investment performance. It's about finding a team you can trust to understand your goals, guide important decisions, and be there for your family through every stage of life.
Our multigenerational wealth management team combines more than 100 years of collective industry experience with the fresh perspectives, innovative thinking, and technology-driven solutions needed in today's evolving financial landscape. Led by Gene Duarte, Senior Resident Director - Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER® professional with over three decades of experience, our team is dedicated to helping successful individuals, families, and business owners navigate complex financial decisions with clarity and confidence.
We focus on comprehensive wealth management, retirement income planning, tax-efficient investment strategies, estate and wealth transfer planning services, and multigenerational family wealth guidance. We place our clients' interests first, developing personalized strategies designed around their unique goals, values, and aspirations.
What truly sets us apart is our commitment to exceptional client service. We believe responsiveness, accessibility, and proactive communication are just as important as sound financial advice. We believe that our clients appreciate not only the guidance we provide, but the confidence that comes from knowing they have a trusted team standing beside them.
Backed by the extensive resources, research, technology, and capabilities of Merrill and Bank of America, we are able to deliver sophisticated potential solutions while maintaining the personalized attention and relationship-focused approach our clients deserve.
Whether you're building wealth, preparing for retirement, managing the complexities of significant assets, planning for future generations, or navigating the challenges of a growing business, our mission is simple:
To provide experienced guidance, exceptional service, and trusted advice that helps you achieve what matters most, today and for generations to come.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
We believe successful wealth management starts with understanding what matters most to you. Whether you're building wealth, preparing for retirement, growing a business, or creating a legacy for future generations, we're committed to helping you navigate life's financial decisions with confidence. Our team brings together more than 30 years of experience, the perspectives of multiple generations, and a shared commitment to delivering personalized advice. We understand that every client, family, and business owner faces unique opportunities and challenges. That's why we take a planning-first approach, developing customized strategies designed around your goals, values, and vision for the future. We focus on serving high-net-worth individuals, business owners, multigenerational families, and non-traditional family structures, helping address the complexities of investment management, tax-efficient wealth strategies, retirement income planning, estate planning services, and wealth transfer. We're honored by the trust our clients place in us. Just as important as our experience is our commitment to exceptional service. We want our clients to know that they can count on us to be accessible, responsive, and proactive, providing guidance when it matters most. By combining experienced advice, innovative technology, and the extensive resources of Merrill and Bank of America, we offer the personalized attention of a dedicated advisory team backed by the strength and capabilities of one of the world's leading financial institutions. Most importantly, we believe wealth management is about more than numbers. It's about helping clients create opportunities, support the people they love, and build lasting legacies. We are passionate about building lifelong relationships and helping our clients achieve what matters most, today and for generations to come
CFP®, CPFA®
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
