Guiding you through cycles in the financial markets and your life.

I believe investing can be made simple. Investing today is complicated by a dizzying array of alternatives in an ever-expanding investing product space. This is where I apply the skills and experience I’ve developed over twenty-five years to guide my clients through the emotional rollercoaster of market cycles and unforeseen life events.

I realize the importance of understanding what is important to my clients and their families. I respect their input on financial issues that impact their lives. I believe it’s this kind of understanding that results in a truly customized, individualized plan.

I believe that understanding my client’s situation is key to producing a results-oriented portfolio.

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Meet Your Advisor

Richard Duda CFP®

Principal

Rick began his career in 1999. During the course of three major market cycles, he’s engaged in thousands of client conversations, helping individuals, families and organizations grow, protect and distribute their wealth, often across multiple generations.

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