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Welcome to Duell Wealth Preservation – Your Formula for Financial Security

Duell Wealth Preservation is an Oregon Registered Investment Adviser firm so the information contained herein applies only to Oregon residents.

Your long-term prosperity is my objective. My clients receive the highest level of personal service and professional support that I can provide. A good start is finding out how money affects other areas of your life. Please take a moment to find out your Wealth Index. I partner with many other companies and professionals, the most important of which is Wealth Financial Group, in Chicago. They administer the free Wealth Index questionnaire.

With over 35 years in the insurance and financial services industry, I have the knowledge and experience to provide you with honest straightforward, insurance and financial management advice you can trust. As a legal fiduciary I am held to the highest ethical standard: your interests must come before my own or my firm’s.

My financial consultative services are fee-only. I do not accept commissions or incentives from investment or brokerage firms when making recommendations to you. In this way, you are assured that I have only your interests and goals driving my recommendations. In addition, since implementing your financial plan often involves insurance company products- and commissions -I refund any and all fees to the extent I receive commissions. The fact is, sometimes the best options involve compensation to me. Wouldn’t you rather have someone else pay your fee for you?

I invite you to use the Contact tools on the top menu bar to ask any questions or schedule a planning demonstration. Let me know, too, if there is any other information or service you’d like to see on this site.

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About Our Company

About Our Company My firm was founded with the intention of assisting "boomers" in every aspect of financial planning.
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Meet Our Team

Meet Our Team Get to know us a little bit and learn why we are a good choice to help with your financial planning. Read More >>

Services Offered

Services Offered Specializing in knowing everything there is to know about the financial market to better serve you. Read More >>

We'd love to hear from you!

Ask us any questions you may have, and we'll get in touch with you to help answer them.