You've worked hard to save and invest, and Duncan-Newman Associates is committed to helping you preserve your wealth and grow it over time. Decades of experience give us the insight and perspective required to help guide you in tailoring wealth management strategies to your individual needs.
Lasting, meaningful and open relationships are the foundation of our practice. Over the years, we have placed a high priority on forming strong connections with clients. Many of them have looked to us for financial guidance for 25 years or more.
Throughout each relationship, we seek to provide well-considered financial advice and guidance, and attentive service. Although a significant percentage of clients live on the West Coast, we also work with individuals and families throughout the United States.
Lasting, meaningful and open relationships are the foundation of our practice. Over the years, we have placed a high priority on forming strong connections with clients. Many of them have looked to us for financial guidance for 25 years or more.
Throughout each relationship, we seek to provide well-considered financial advice and guidance, and attentive service. Although a significant percentage of clients live on the West Coast, we also work with individuals and families throughout the United States.
Forbes Best-In-State Wealth Management Teams
Duncan-Newman Associates is proud to be recognized as a
Forbes Best-In-State Wealth Management Teams for 2023, 2024, 2025 and 2026.
Contact Us
Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.
Contact UsDisclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View award disclosures
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View award disclosures
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View award disclosures
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View award disclosures
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View award disclosures
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View award disclosures
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View award disclosures