Duckworth Wealth Advisors is a different kind of wealth management firm based in Newport Beach, CA, that aims to help individuals think about money in a new way. They go beyond managing portfolios and instead focus on connecting all aspects of their clients' financial lives to guide them towards their ultimate goals of financial freedom and the ability to work by choice, not necessity.
With a team of specialized experts in financial planning, investments, tax strategies, estate planning, trustee services, and insurance, Duckworth Wealth Advisors takes the weight off their clients' shoulders by handling all the legwork and ensuring that their best interests are always at the heart of every decision. They offer institutional-grade personalized portfolios, rooted in science and research, that are globally diversified, low cost, and tax efficient, providing clients with a comprehensive approach to investing and financial planning.
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