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At the Durkin-Dietz Group, we acknowledge the complexity of the modern wealth and investment climate. From wealth accumulation and growth to estate consultations and strategic planning, clients need, more than ever, a synthesized web of professionals that not only understand, but can also leverage this complexity to serve their clients’ needs and wishes. Your goals and lifestyle are unique to you, and so are our solutions for you.
With our Fusion Wealth Management program, you can be certain that our nexus of designated professionals will create strategies that are tailor made to serve your goals and check off your milestones. Whether you are an individual or a business, we will help you in navigating a wide array of issues by designing and executing actionable plans.
Solutions for Individuals
- Discretionary Investment Management*
- Family Office
- Financial Planning & Retirement Planning*
- Insurance, Trust, Tax & Estate Planning*
- Intergenerational Wealth Transfer & Legacy Preservation*
- Lifestyle Protection & Preservation
- Private Banking*
- Portfolio Management
- Philanthropy and Charitable Contributions
Solutions for Businesses
- Discretionary Investment Management*
- Financial Planning*
- Business Financial*
- Business Banking*
- Insurance, Trust, & Tax Planning*
- Portfolio Management
- Philanthropy and Charitable Contributions
*products and services offered by professionals and specialists duly
licensed in their sector of activity
