About Us

We have been working with clients to help solve financial needs for more than thirty years. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We hold multiple professional designations and are securities registered to provide a variety of financial products and services.


After working many years for a large brokerage company, we came to the conclusion that we could better serve our clients and other professionals in the community in a smaller, more controlled environment. We have been able to streamline our processes and investment style and can now give more individual attention to our clients. We still offer all of the same services we did in the brokerage environment, but now have the time to focus more on the investment planning services our clients need. Both partners have been CERTIFIED FINANCIAL PLANNER™ professionals for many years and we both have MBAs. David is also a certified Chartered Life Underwriter.  Many of our clients have been with us for over twenty years.

     Among the services we offer are:

  • Customized asset management services and investment planning

  • Retirement planning strategies

  • Long term health care planning

  • Life insurance*

Please call us for a complimentary review.

Thank you for considering us.  We look forward to the opportunity to work with you.


Chess Pcs

  Investment Planning To Help Enrich Your Life


 
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Durand & Gallentine Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, OH, OR, PA, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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