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Ready to talk? Start with a simple conversation, no obligation.
Rick Keller, CFP®
Wealth management for Orange County families
We are a fee-only firm advising families across Orange County and Southern California. Many of the people we work with have spent decades building businesses, careers, and family wealth. Our job is to protect it, grow it for future generations.
Ready to talk? Start with a simple conversation, no obligation.
Jack Stemper, CFP®
What we focus on in Newport Beach
Legacy and the next generation: For families whose wealth will outlast them, the hard part is rarely the investments. It is the estate structure, the timing, and the conversations that make sure the next generation is ready. We help with all three.
Life after the liquidity event: A business sale, a real estate exit, an inheritance. These moments change everything about a financial plan, and they rarely happen at a convenient time. We help you make the decisions that follow with a clear head.
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 Newport Beach Residents Choose Ducere
Independent advice, built around you
Fee-only and independent. No proprietary products, no sales quotas, no incentive behind our recommendations other than what is right for you.
Built for complex wealth
Business exits, concentrated stock, generational transfers. Rick and Zane Keller have spent decades guiding Orange County families through exactly these decisions.
Founders who stay with your plan
Ducere is the firm Rick and Zane built together, father and son, in Newport Beach. The advisors you meet are the ones who stay with your plan.
Invested in the community we serve
Many families want their wealth to do more than grow. They want it to leave a mark close to home. We share that, and we back it with our own time and resources across Orange County.
Wealth isn’t just about returns. It’s about giving families the confidence to live fully today and provide for the generations that follow and that’s the work we do here every day.
Committed to Newport Beach
Newport Beach is home. We support local organizations whose work we believe in, and we show up for them year-round.
