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Perspective

We are launching a new blog!

Coming Soon!

We will be making regular posts on a wide range to topics. In the meantime you can download all of our pervious newsletters.

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Our Team

McLean A. Baran

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We are strictly fee-only advisors; we have no biases. We are free to focus solely on the financial needs of our clients.

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What are the advantages to working with a corporate trustee?

Corporate trustees have a great deal of experience in administration of trust matters. They are regulated on many levels and held to a fiduciary standard, which helps alleviate conflicts of interest and pressure between family members who find themselves in the trustee-beneficiary relationship. One reason for establishing a trust is to provide for the future. Age or illness could prevent an individual from performing trustee duties; whereas a corporate trustee can provide the continuity that individuals cannot. In addition, a corporate fiduciary can make decisions in an objective and unbiased manner to provide you with peace of mind at a time that is often wrought with emotion.

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Independent & Objective Advice

Personal | Trusted | Experienced

  • Doyle Wealth Management is a privately owned, independent advisor unaffiliated with any bank or broker-dealer, making us free from the conflicts of interest in larger organizations.
  • Since we are strictly fee-only advisors, we have no biases. We don’t sell insurance, annuities, or any other financial product. We are free to focus solely on the financial needs of our clients.
  • We do our own work, believe in our own research and act on our own ideas. Our steady approach is guided by our belief in fundamentals over fads.​
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