Steve Durman

ADVISOR EXPERIENCE Steve Durman is an educated, experienced and accomplished Senior Financial Advisor, fully invested in client success. His commitment to professional excellence, uncompromised ethics and adherence to strict client confidentiality, are the ideals that shape his character, practice and reputation. During the Client/Advisor Discovery Phase meeting, Steve takes time to get to know each client, listens closely to their questions, needs, fears and concerns and strives to make sure that every detail has been heard, noted and addressed. COLLABORATIVE, CLIENT-CENTERED PRACTICE By aligning the interests of both client and advisor, Steve establishes long-term, client-centered relationships built upon trust, honesty, integrity and mutual respect. He encourages close collaboration between himself and a client's trusted legal and tax advisors to assure all parties are informed and educated about potential adverse effects upon ones estate, family legacy and wealth transfer strategy. STRATEGIC, ACTIONABLE, WEALTH MANAGEMENT SOLUTIONS Steve is passionate about providing proactive advice, seeking out value-oriented opportunities and delivering timely, innovative solutions. His practice is focused in the areas of: Estate, Family Legacy, Investment, Retirement Rollover, Wealth Transfer & Asset Protection Strategies. Steve has been providing trusted wealth management advice and exceptional service for 25+ years and strives to provide a First-In-Class, client experience.