Our Company

ABOUT OUR FIRM – Not losing money is the most important strategy

My firm was founded with the intention of assisting “boomers” in every aspect of financial planning, from income strategies to estate optimization. Today, I work closely with each and every one of my clients to help them achieve their personal or business goals.

Using a network of experienced specialists, I promote a hands on approach to service. While I’m sure you’ll find our team members extremely knowledgeable, it is my hope you come to discover I truly care about making your dreams a reality.


Our Mission

  • Treat you with the dignity you deserve, while always earning your respect
  • Make all of the information easy-to-follow, in real words you can understand
  • Customize a program to your individual needs
  • Help you avoid the costly mistakes that can drain your income and net worth
  • Provide you with safe, secure financial products
  • Help you connect your finances with the rest of your life using the Wealth Index review
  • Accomplish all this with the lowest costs & taxes possible

If you have any questions about your current financial situation or wish to schedule an appointment with me, send me an e-mail or give me a call using the contact information to the left.

In financial services since 1981, I decided to become fully independent in 1996. It is important to me to be able to represent more than one company. Effective 1/1/2007 I formed my own Oregon Registered Investment Adviser firm, now named “Duell Wealth Preservation”. This is so I can offer fee-only services and true no-load investment products. Please be sure to read my contract, fee schedule and disclaimers in Links. I still offer the best available insurance products in Oregon & Washington.


Our Principle

Our company is based on helping clients make better, wiser, more effective financial decisions. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at: 503-698-4812.


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