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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.

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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.