Our principles and values have served as the foundation on which we have built our long-term client relationships. We believe these values will continue to stand for years to come.
We aspire to be the best at what we do. That requires dedicating ourselves to lifelong learning and to continually improving upon our ability to serve our clients. We also hold the belief that we can achieve much more collectively than any of us could individually. If needed, that is why we carefully choose professionals who bring with them not only a high level of competency, as well adhere to values and principles compatible with our own.
Objectivity and Independence
Duggal Wealth Management is owned and operated by its principals. We are not a financial institution and do not represent any single bank, trust company, life insurance or investment firm. This gives us the freedom to compare available alternatives. The products and services we choose to select are based on the merits of the offering and it’s suitability to our client’s needs.
Integrity and Responsibility
We strive to do the right thing for clients and put their needs first. All significant work for our clients is performed by professionals who are properly licensed and bound by their respective code of ethics as well ours. We take a solutions approach vs. product approach.
People do business with people they like and trust. That’s why we believe our word and reputation should be our bond and to serve as the foundation of earning our clients’ long-term trust. Our success also depends on it. At all times we behave with professionalism, respect, courtesy and transparency to all because we would expect nothing less from the professionals who also take care of our own families.
Confidentiality and Stewardship
Our clients have chosen to entrust us so it’s only responsible, first and foremost, we respect and protect the confidentiality and privacy of our clients and their information. Our clients have also entrusted with the stewards of the asset which clients seek our advice on. we treat them with the same care we treat our own assets.
