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Relentlessly fighting for your financial future.
We help individuals and families plan intentionally, invest wisely, and protect their legacies.
We understand your needs and guide you to financial clarity.
“I worked hard for my money, but how is my money working for me?”
“I need someone I can truly rely on in these fast-changing markets”
“I want financial guidance, not financial jargon.”
“My priorities are shifting; I need a financial plan that shifts with them.”
A Suite of Financial Solutions Tailored for You
From investment planning to generational wealth strategies, we tailor our approach to fit your life, not the other way around.
Portfolio Planning & Investments
Personalized portfolios that reflect your goals, risk preferences, and values.
Tax Mitigation Planning
Strategies to reduce tax liabilities, increase investment efficiency, and preserve more of your wealth over time.
Retirement Planning
Retirement strategies tailored to your financial goals, helping you prepare with clarity, confidence, and peace of mind.
Estate Planning & Management
Protect your wealth through trust creation, education, tax strategies, and transition management.
Who We Serve
We partner with individuals and families who want more than financial returns. They seek clarity, purpose, and peace of mind.
Legacy-Minded Families
Multigenerational families focused on stewardship, purpose-based wealth transfer, and preserving their values across generations.
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Life Transition Clients
Individuals navigating major life moments career changes, inheritance, divorce, retirement who need trusted, steady guidance.
Emerging Wealth Builders
Professionals, entrepreneurs, and families building their first $5M in wealth and looking for thoughtful, personalized planning.
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30+ Years of Expertise
With over 30 years of combined experience, our team is dedicated to guiding you through every financial decision. We leverage our expertise to create tailored strategies that align with your unique goals.
Integrity | Service | Innovation | Collaboration
Why Choose Ducere?
Most financial advisors focus on products and portfolios. At Ducere, you’ll find a relationship-first approach that’s personal and transparent.
Expertise Tailored to Your Unique Needs
Many firms offer generic, one-size-fits-all portfolios. At Ducere, we design strategies around your specific goals and provide access to investment opportunities others overlook.
Relentless Engagement, Not One-and-Done
Most advisors disappear after the first meeting. We stay engaged, guiding you through life’s changes and staying personally invested in your long-term success.
Objective and Unbiased Advice
While some firms are influenced by proprietary products, we remain fully objective. Our only priority is helping you reach your goals with clarity and confidence.
Modern Technology That Empowers
Traditional firms are slowed down by outdated processes. We use smart technology to deliver faster insights and give you more time for what matters most.
Meet Mike Newman
A real look at what it feels like to work with Ducere Wealth
The Pressure to Get It Right
Mike felt the pressure to make smart financial decisions for himself, his family, his future. But the more he tried to figure it out, the more unsure he became.
Finally, Someone Who Gets It
At Ducere, the experience felt different. No pitch decks. No products. Just real questions and real listening. For the first time, Mike felt truly understood.
A Strategy That Makes Sense
Together, we built a clear financial plan tailored to Mike’s life. Every step aligned with what mattered most to him and his family.
Confidence, Backed by a Partner
With Ducere, Mike moves forward with clarity and peace of mind. He has a relentless partner who’s always thinking ahead and always in his corner.
Press
Discover where we’ve been featured. From industry publications to major media outlets, explore articles that highlight our story and the impact we’re making.
FAQs
Have questions? We’ve got answers. Here is what people are asking. If you don’t see what you’re looking for, feel free to reach out!
We partner with individuals and families who have built meaningful wealth and want a more intentional approach to managing it.
Most Ducere clients have portfolios of $5 million+, though the best indicator of fit is your desire for a long-term, values-aligned advisory relationship.
We ask to manage the assets that are available for direct stewardship so we can provide fully integrated planning across your financial life.
If your situation—such as business ownership, complex estates, or multi-generational planning requires deeper support, we may recommend a customized engagement package.
If we're not the right fit, we'll still help point you in the right direction.
At Ducere, you'll experience a relationship-first advisory model built on clarity, trust, and true partnership.
Here's what that means in practice:
- A thoughtful discovery process to understand your values, priorities, and financial complexity
- Access to an experienced investment team that brings institutional level investment products and diligence knowledge, and to access to these institutional investment products
- A customized financial and investment strategy aligned with what matters most to you
- Integrated advisory strategy for proactive tax strategy (not just tax reporting), trust and estate planning, generational wealth planning, and portfolio management
- Proactive communication and ongoing reviews to keep your plan relevant as life evolves
- Access to our planning tools, including [quarterly market insights, financial wellness dashboard, educational webinars on estate planning and tax strategy, and our Legacy Blueprint framework for multi-generational wealth transfer
- A dedicated team that thinks ahead for you—not just when you call
We charge a transparent advisory fee that's a percentage of the assets we manage on your behalf. Our fee schedule is:
- 1% on the first $2,000,000
- 0.75% between $2,000,000 and $3,000,000
- 0.60% between $3,000,000 and $5,000,000
- 0.50% for balances above $5,000,000
We also provide custom fee schedules on a case-by-case basis
There are no commissions, sales incentives, or undisclosed compensation. We are fiduciaries—legally and ethically obligated to put your interests first.
Our services capture:
- Comprehensive financial planning
- Investment management
- Tax-efficient portfolio design
- Retirement and income planning
- Estate and legacy planning
- Cash-flow and liquidity planning
We also provide ongoing guidance as your life evolves—family changes, business decisions, liquidity events, and more.
Yes. While Ducere is based in Newport Beach, California and Las Vegas, Nevada, we work with clients nationwide through secure virtual meetings, digital planning tools, and coordinated advisory support.
All client data is protected through encryption, secure document portals, and two-factor authentication. We use platform names like Wealthbox and eMoney to ensure your information is accessible to you anytime while remaining completely private.
*Ducere* means to lead, to guide, to educate—and that philosophy shapes everything we do.
Clients choose Ducere because we offer:
- A relationship-first approach grounded in trust, accountability, and transparency
- 30+ yrs (multi-generational) financial expertise delivered in plain language, not jargon
- Proactive guidance through life's uncertainties —not just market events
- Integrated custom planning that considers taxes, estate, impact, and life goals
- A relentless and objective commitment to client wealth stewardship, not sales
- A suite of modern technology to deliver deep insights and save time for clients
Many accomplished professionals ask this question—especially those who've successfully built wealth through their own expertise.
Here's what we've observed: The clients who benefit most from our partnership aren't lacking knowledge. They're facing complexity and opportunity cost.
Managing a multi-million-dollar portfolio isn't just about picking investments. It's about:
- Tax optimization across multiple account types and decades
- Coordinating estate planning, insurance, and wealth transfer
- Staying disciplined during market volatility when emotions run high
- Proactive adjustment as tax laws, family needs, and goals evolve
- Avoiding costly mistakes that only become visible years later
- Getting access to exclusive alternative investment vehicles
Most importantly, it's about reclaiming your time. Our clients would rather spend evenings with family or building their careers than rebalancing portfolios, researching tax strategies, or stress-testing retirement scenarios.
We become your financial operating system—so you can focus on what you do best.
Our investment philosophy is rooted in long-term discipline, tax efficiency, and alignment with your goals.
We believe in:
- Evidence-based investment strategies designed for dynamic market regimes and contexts
- Diversification across asset classes, industries, geographies, and factors
- Optimizing unnecessary risk, costs, and tax drag
- Staying invested through market cycles—not reacting emotionally
- Uncovering new alpha from emerging product innovation across the investment universe
Your portfolio is customized based on your risk profile assessment, your time horizon, liquidity needs, and legacy priorities.
What we avoid: Chasing performance. Frequent trading. High-fee products. Complexity for complexity's sake.
Financial lives evolve—careers change, families grow, businesses are sold, and priorities shift.
When life changes, we adjust your strategy accordingly. Your advisory team will proactively reach out throughout the year, and you can contact us anytime you need guidance.
Examples of transitions we plan for:
- A sudden inheritance or liquidity event
- Divorce, remarriage, or blended family dynamics
- Caring for aging parents while protecting your own plan
- Early retirement or career pivots
- Selling a business or exercising stock options
- College funding for children or grandchildren
- Liquidating concentrated large stock positions with embedded capital gains
- Transitioning a large actively managed real estate portfolio to diversified passive investments in tax optimized way
We believe wealth planning is a living process, not a one-time event.
We take your security seriously.
All client information is encrypted and stored on secure, institutionally backed platforms with strong security protocols. Our systems use two-factor authentication to send sensitive information.
We use Box, eMoney and Addepar for document sharing, financial planning, and portfolio management—giving you 24/7 secure access to your information.
Your first step is an introductory conversation to understand your needs and determine early fit.
If we move forward, we'll guide you through:
Step 1 - Introductory Call Scheduled (Day 1–5)
We schedule an introductory call to learn about your goals and share how we can help.
Step 2 - Discovery & Fit Meeting (Day 6)
Meet with our team to discuss your financial picture and priorities, and decide on fit.
Step 3 - Submit Transition Documents (Day 7–15)
Submit financial documents and authorizations via a secure link, so that we can begin reviews.
Step 4 - Portfolio Strategy Meeting (Day 16–30)
Meet with our team to review your financials and discuss your personalized portfolio strategy.
Step 5 - Follow-Up & Review (Day 31–45)
Provide any remaining details or clarifications to finalize your plan and confirm next steps.
Step 6 - Lift Off Meeting (Day 46–55)
Approve your final plan to begin implementing your personalized financial plan.
We aim to have clients fully onboarded within 90 days of the Investment Management Agreement (IMA) signed.