• Financial Guidance

  • Estate Planning Strategies

  • Retirement Planning

  • Investment Services

Wealth Management is what we do best, you're busy enough with the rest

DDO Wealth Management, LLC was established as a way to serve the needs of Dunn, Dunn & Oakes, CPAs, PLLC clients and the community more comprehensively. The team was formed to assist clients in achieving their financial goals in a tax-efficient manner that considers how each financial decision impacts their entire situation.

Step 1

Call (919) 934-4607 or click to set up a consultation with us today. Let us put our wealth management services to work for you!

Step 2

We will spend one-on-one time with you so you fully understand how to interpret and utilize the wealth management information we provide.

Step 3

Our team will get to work. Sit back and relax, and we will get you there. We are ready to assist you through every step of the process.