Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
The Duvall Jackel Group, believes that successful wealth management is about more than just investments. Every member of our team is dedicated to helping our clients achieve their financial wellbeing.
We help you design, implement, and oversee a custom strategy that helps you and your family pursue your personal financial goals without unnecessary risk. We believe every client is entitled to the highest level of personalized service and care.
From our experience, this personalized approach not only fosters meaningful relationships but also helps create the best opportunities to achieve your financial and life goals.
CFP®, CKP®, CPFA™
AAMS™, CRPC™, CSRIC®
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.
