Shipton Duric & Associates

We are helping people change their lives. Through our advice and process, we support our clients to achieve their goals and decrease their financial stress.

We take great pride in providing an unparalleled client experience.

We Are Helping People Change Their Lives.

Through our advice and process, we support our clients to achieve their goals and decrease their financial stress.

We take great pride in providing an unparalleled client experience.

Thoughtful Financial Advice

We mimic the role of our client’s CFO to protect them from financial pitfalls by providing them with consistent, sound advice.

Holistic Wealth Management

Are you in need of a little peace of mind? We ensure that every aspect of your financial life is taken care of.

Client Partnerships

We enjoy working with clients who appreciate sound, independent advice tailored to the unique stages in their lives.

We Care

We will contact you when you need to be more involved to either meet, rebalance, check in and will coach you to the desired level of involvement. We also provide an environment for you to stay connected to our office while you may be traveling, working from home, or in your day to day routine.

We Make a Difference

We mimic the role of our client’s CFO to ensure they are getting the most benefit out of each dollar. We look at cash flow, debt optimization and elimination, investments selection and management, tax planning, estate planning, insurance planning, risk management and integrate all of these parameters into our client’s financial picture. This consolidated view aids in our clients’ gaining clarity and precision in following through with the attainment of their goals.

Newswire

General Commentary Brief

Last year, when we began ratcheting down our exposure to stocks throughout our models, despite some resistance from a small handful of clients that wanted

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