Du Lac Wealth Services

h personalized financial solutions. Located in Cary, North Carolina, Du Lac Wealth Services is a finance institution dedicated to helping clients prepare for the financial future they deserve. With a team of experienced investment advisor representatives, the institution offers investment management, retirement income planning, and personalized portfolios tailored to each client's needs.

Led by Jim, who has over 15 years of experience in the financial industry and holds a Chartered Financial Analyst designation, the team at Du Lac Wealth Services is committed to putting the interests of their clients first. Kerry, another Wealth Advisor with the institution, brings over 25 years of experience in corporate and personal finance to the table. Jaunt’e, with over a decade of experience in financial services, rounds out the team with her expertise in insurance policies and client services.

The institution prides itself on its comprehensive, objective strategies and customized portfolio solutions, made possible through their alignment with LPL Financial. With a focus on excellence and a commitment to their clients' financial well-being, Du Lac Wealth Services offers a welcoming and supportive atmosphere where clients can feel confident in their financial decisions. Whether you're planning for retirement, managing investments, or simply looking for guidance on your financial journey, Du Lac Wealth Services has the tools, services, and expertise to help you live life on your terms.