I believe that financial success comes from a well-thought-out, documented, and implemented plan.

I work with a select group of individuals, families, business owners, and institutions to help build, manage, preserve, and transition their wealth.

When I speak of wealth, I am referring to comprehensive wealth. Comprehensive Wealth is much more than just investments. The four cornerstones of wealth include all aspects of investing; Banking, Credit, Lending, and Liability Management; Risk Management (through Insurance and other Asset Protection Strategies); and I help my clients leave their legacies through our Trust, Estate, and Fiduciary services.

With my wealth management process.

I follow a rigorous disciplined process that always begins by listening to my clients. My clients speak and I learn – I learn about their past experiences, their current situation, and their dreams and aspirations.

With the information my clients share with me, I go to work. I study and analyze the information, model, and develop various ways to help them achieve their financial objectives.

When I have developed the appropriate strategies, I explain my findings, my recommendations and advice in plain, simple English – no technical jargon.

And when I reach an agreement with my clients to implement those strategies I do so in an independent, objective, and cost-effective manner.

Then I continually monitor and evaluate the plans that have been put in place and we adjust whenever necessary – as market conditions change; as changes occur in tax laws and regulations; and as changes occur in the lives of my clients and their families.

I bring my collective education, advanced training, and commitment to ongoing professional development to each client relationship. I bring my years of experience practicing wealth management and I do so with judgment rendered with great care, skill, and caution. I bring the resources of Cetera Advisors – a financial institution that stands for integrity, commitment, flexibility, and kindness. I bring a culture of advice and guidance; relationships and teamwork; innovation and technology; community support; diversity and corporate responsibility. And I do so with passion, commitment, and energy to help my clients succeed financially – to help my clients build, manage, protect, and transition their wealth.

Thank you for taking the time to listen, If you found value in my proposition and would like to take the first step I can be reached at 317-810-1080 or at duke@haleywm.com. This initial “Fit Meeting” can be conducted at a location of your choosing and in respect of your time will last no longer than 30 minutes.

Once again thank you for your time.