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Dulac Wealth Services

EST. AUM
$200,000,000

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Firm Details

Metro area Raleigh
CRD Number
Website dulacwealthservices.com
Client types

Overview

Du Lac Wealth Services is an independent financial planning and investment management firm based in Cary, North Carolina. Established with a deliberate culture centered on clarity and confidence, the firm utilizes a proven process to manage wealth for individuals and families. The team integrates high-level credentials, including CFA and MBA designations, into a personalized wealth management approach. Portfolios are developed through an iterative process, refined via regular one-on-one meetings to align with specific client goals, risk tolerance, and tax situations. The firm provides a comprehensive suite of services including retirement planning, tax planning, estate coordination, and business transition planning, with a specialized focus on generating retirement income.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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