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Ready to get in touch? My team and I are here to help.
Alexis Miranda, CFP®
Wealth guidance for Las Vegas families
We are a fee-only fiduciary firm working with families across Las Vegas and Southern Nevada. We bring investments, planning, tax, and estate into one coordinated plan, so every decision works together rather than in isolation.
Ready to get in touch? My team and I are here to help.
Alexis Miranda, CFP®
WHAT WE FOCUS ON IN LAS VEGAS
Multi-generational wealth: We work with families planning for the generations that come after them. That means coordinating investments and estate structure, including the trust strategies Nevada is known for, so wealth reaches the next generation with its purpose intact.
Planning that keeps up with your life: A business sale, a move to Nevada, a career change, a liquidity event. Your plan should move with your priorities instead of sitting in a drawer, so we revisit it throughout the year, not just once.
Access beyond the public markets: For clients who qualify, we can add private-market and alternative investments to a diversified portfolio. We use them with discipline, never complexity for its own sake.
Why Las Vegas families choose Ducere
Independent advice, built around you
Fee-only and independent. No proprietary products, no quotas, no incentive other than what is right for you.
The Nevada tax advantage, done right
No state income tax sounds simple. Capturing it fully, especially with California in the picture, is not. We help you structure it so the advantage lasts.
Backed by decades of experience
Founded by Rick and Zane Keller, a father-and-son team with decades advising high-net-worth families. Every plan we build here is grounded in that experience.
Advisors who stay with your plan
The advisors you meet are the ones who stay with your plan. In person when it matters, online when it is easier, the same people every time.
Every family’s situation is different. My job is to listen first, then build a plan that fits your life — and to be here in Las Vegas whenever you need us.
Visit our Las Vegas office
pHONE
HOURS
9:00 AM – 5:00 PM PT