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FINANCIAL PLANNING FOR YOUR LEGACY

 

At Duenna Wealth Associates, we will work with you to understand your unique goals and objectives and build a plan that will provide you with financial strategies that are focused on you and your family. Our mission is to build a lasting relationship and continue to be a resource for you as your life evolves. We believe this collaborative relationship will help ensure you remain on track towards accomplishing your goals and leave a lasting legacy for generations to come.

 

WHETHER YOU’RE JUST BEGINNING OR ALREADY HAVE SOME STRATEGIES IN PLACE, WE CAN HELP YOU ACCOMPLISH YOUR FINANCIAL GOALS.

FAMILIES:

  • Financial position

  • Risk management

  • Retirement planning

  • Wealth accumulation

  • Education planning

  • Tax management

  • Estate planning

BUSINESS OWNERS:

  • Business evaluation

  • Succession planning

  • Employee benefits

  • Executive & key employee retention

  • Retirement planning

  • Tax management

  • Estate planning

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  

EMPOWERING OUR COMMUNITY

 
 
 
 

CONTACT US

OUR OFFICE

3 Greenway Plaza, Suite 1500 Houston, TX 77046