Las Vegas, NV
Meet Our Advisory Team
1980 Festival Plaza Drive, Suite 300, Las Vegas, NV, 89135, USA
Our Las Vegas-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team also has deep experience serving professionals in Southern Nevada, working with corporate employees and other companies to set up their retirement for success. If you’re searching for a financial advisor in Las Vegas, NV, our team is ready to support you and your financial goals.*
Our Las Vegas Advisory Team
Charles Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director
Dane Jensen
Wealth Advisor
Jeffrey Mantoani
Director of Operations
Michael Bakos
Regional Director
Paul Duncan, CFS
Partner, Senior Wealth Advisor
Philip Hagopian, AWMA®
Senior Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our Las Vegas teams if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.