Duncan Financial Management

Keats Connelly & Associates is a trusted financial planning firm based in West Palm Beach, FL, specializing in providing comprehensive wealth management services for individuals and families living a cross-border lifestyle between the United States and Canada. With a focus on tax planning, investment management, and private client services, Keats Connelly helps clients navigate the complexities of moving and living across borders with confidence and peace of mind. Their team of experts offers tailored solutions to optimize clients' cross-border financial strategies, ensuring efficient tax planning and wealth growth while delivering personalized services to meet individual needs. Through workshops and events, Keats Connelly goes above and beyond to empower clients to achieve their financial goals and enhance their cross-border living experience.Generated from the website

Mike Tierney is a Principal and Managing Director at Robertson Stephens. Mike acts primarily as an advisor to family offices as well as families who may be considering one. Those clients get the benefits of a family office without constructing one of their own. Mike’s practice is comprehensive in scope. While his business is anchored in delivering leading-edge investment portfolios in the public and private markets, he also coordinates with leading outside professionals in the various non-investment service areas clients may need, including legal, accounting, philanthropy, and any other service areas tailored to his client’s needs. For prospective clients, Mike leads with a holistic analysis of a family’s financial state and welfare. Mike understands that only with this information in hand can a meaningful conversation be had, unlocking the full potential for collaboration and success. Mike has over 40 years of experience in the financial services industry and, specifically, in family wealth management. Mike was previously with Salomon Brothers and Montgomery Securities in New York. Before Robertson Stephens, Mike was Managing Director and senior member of The Presidio Group’s wealth advisory business in San Francisco. Mike earned a BS in Chemical Engineering from Villanova University. He is married with four children and lives in West Palm Beach, Florida.

Visit our office today located in West Palm Beach, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.