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  • Financial Guidance

  • Estate Planning Strategies

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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.

© 2019 DUNN, DUNN & OAKES, CPAs, PLLC brad@ddocpas.tax 301 South Second St., Smithfield, NC 27577
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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the state of North Carolina. This is not an offer to sell securities in any other state or jurisdiction.