Blue Duck Wealth Management is a SEC-registered RIA, leading the industry with personalized service in wealth management, marketing, technology, business mentoring, education, and compliance. Built for advisors by advisors, Blue Duck understands the struggles advisors face on a day to day basis while working to grow their practice, and is exclusively dedicated in working with advisors ready to overcome the challenges.
Unique to the industry, Blue Duck is designed to help advisors reach their goals without compromising their values. The elite platform is focused on uniting financial advisors who share the same moral vision towards building their practice.
Our goal is to help you grow your practice and generate the leads you desire. We provide you personalized selling systems designed to help you attract your target audience.
Develop a goal-based financial plan with ease. Here at Blue Duck, we offer comprehensive financial planning, compliance, billing and access to an FMO.
When you join Blue Duck, you and your clients will have access to Howard Capital Management, Inc., an SEC-Registered Professional Money Manager who's goal is to strive to keep your assets on the safe side of the market.