Dukes Wealth Management

Dukes Wealth Management is a fiduciary investment advisor in Thousand Oaks, California providing full-service financial planning and investment advisory services. We help individuals and families build personalized strategies for retirement savings, income stability, insurance planning, and legacy preservation. Our approach focuses on proactive education, clear guidance, and long-term financial confidence. Whether you’re just starting your financial journey or refining your current plan, our team is here to support your goals with trusted advice and up-to-date insights.