Oil Shocks and Moonshots | Mid-Year Market Update

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Zane Keller (Ducere Wealth) Named No. 99 Among 250 RIAs to Watch, 23rd in Growth

Real Assets Adviser Hot Minute with Ducere Wealth’s Nick Bzovi

Ducere Wealth Grows to $500 Million in Under One Year, Driven by Advisor Referrals and Collaborative Client Model

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Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Estate Planning & Management

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Retirement Planning

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Tax Mitigation Planning

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

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Timely perspective on markets, planning, and long-term wealth. Explore our articles, videos, guides, and reports.

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LATEST BLOGS

Charitable Giving in 2026: Fact or Fiction?

Your Mid-Year Financial Reset: Six Things to Review Now

Legacy Planning that Reflects Your Values

RECENT WEBINAR

Oil Shocks and Moonshots | Mid-Year Market Update

REPORTS

What the One Big Beautiful Bill Means for Clients

The Great Wealth Transfer

Tools & Resources

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Interactive tools and a library of guides, built to bring clarity to complex financial decisions.

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NEW IN LIBRARY

Estimated Federal Income Tax Payment Rules

Common Deductible Charitable Gifts

What Is My Basis For This Gifted Property I Received

INTERACTIVE TOOLS

Advisor Value Scorecard

Silent Fee Drain

Tax Drag Simulator

Resources

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Main Menu

Our Firm

Independent, fee-only wealth management built for families thinking generations ahead.

ABOUT DUCERE

OUR LOCATIONS

RECENT NEWS

Zane Keller (Ducere Wealth) Named No. 99 Among 250 RIAs to Watch, 23rd in Growth

Real Assets Adviser Hot Minute with Ducere Wealth’s Nick Bzovi

Ducere Wealth Grows to $500 Million in Under One Year, Driven by Advisor Referrals and Collaborative Client Model

Main Menu

Our Services

Helping you navigate life’s financial decisions with clarity and confidence.

Explore Our Services

CORE SERVICES

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Estate Planning & Management

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Retirement Planning

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Tax Mitigation Planning

Stiddle Pixel Attribution - Cookieless, first-party tracking technology.

Portfolio Planning & Investments

SPECIALTY SOLUTIONS

Legacy-Minded Families

Inherited Wealth

Family Business

Life Transition Clients

Sudden / New Wealth

Selling Your Business

Divorcing / Divorced

Emerging Wealth Builders

Career Transitions

Corporate Executives

Main Menu

Our Insights

Timely perspective on markets, planning, and long-term wealth. Explore our articles, videos, guides, and reports.

Explore Our Insights

LATEST BLOGS

Charitable Giving in 2026: Fact or Fiction?

Your Mid-Year Financial Reset: Six Things to Review Now

Legacy Planning that Reflects Your Values

RECENT WEBINAR

Oil Shocks and Moonshots | Mid-Year Market Update

REPORTS

What the One Big Beautiful Bill Means for Clients

The Great Wealth Transfer

Main Menu

Tools & Resources

Interactive tools and a library of guides, built to bring clarity to complex financial decisions.

Explore Tools & Resources

NEW IN LIBRARY

Estimated Federal Income Tax Payment Rules

Common Deductible Charitable Gifts

What Is My Basis For This Gifted Property I Received

INTERACTIVE TOOLS

Advisor Value Scorecard

Silent Fee Drain

Tax Drag Simulator

Our Firm

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Our Insights

Tools & Resources

Resources

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+1 (949) 418-7118

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Newport Beach, CA 92660

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Ducere Wealth Management, LLC (“DMW”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The content on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory services are offered only through a written agreement with Ducere Wealth Management, LLC. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

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