Du Lac Wealth Services

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1150 NW Maynard Rd
Cary, NC 27513
+1 (919) 468-3783
https://dulacwealthservices.com

Du Lac Wealth Services, located in Cary, NC, is dedicated to providing personalized financial solutions, including investment management and retirement income planning. With a team boasting over 50 years of combined experience, they prioritize objective advice tailored to the unique needs of each client.

The firm is led by seasoned professionals, including Managing Director Jim Mertens and Wealth Advisor Kerry Goodman, both of whom bring extensive backgrounds in finance and investment. Their commitment to excellence is reflected in their comprehensive strategies and community involvement, ensuring clients can live life on their terms while preparing for a secure financial future.

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