Financial Clarity for Healthcare Professionals

I first met my Dunleavy Wealth advisor at an evening financial dinner seminar. As a financial novice, I was impressed by his ability to explain retirement and estate planning in an understandable manner. Having met with other financial planning firms, I was especially pleased that Dunleavey Wealth could advise and work with the University of Michigan Fidelity savings vehicles. Through the years, Dunleavy Wealth Management has always been readily accessible for answering my financial questions, seamlessly handling my accounts and working diligently in my best interest. Because of their years of advice and servicing my accounts, I now enjoy a secure and financially comfortable retirement.
- Claire Duey, R.N. , B.S.N. '77 -

Over the past decade, we have met regularly with Doug to review our investment portfolio, discuss market changes, and make necessary adjustments. He has demonstrated an unwavering commitment to the ongoing management and optimization of our retirement funds, even as we have progressed in age. We are confident that Doug's expertise and diligence will continue to serve us well as we approach and enter our retirement years.