Edward J. Duffy Jr.
"I help you accumulate, preserve and transfer your assets, integrating all aspects of your wealth plan."
About Edward J. Duffy Jr.
A comprehensive approach to wealth planning.
Most Advisors plan as if life proceeds in a straight line; education, career, family, retirement and estate issues follow a linear path. Life, however, is lived on highways and runways, cul de sacs and roundabouts, quadrangles and lecture halls.
My role as Wealth Advisor is to make sure whatever road you find yourself on, you have a plan in place. By adopting a comprehensive approach encompassing the whole range of wealth management, I help you pursue your important goals. These plans are created and updated often so all current information is included.
Many people have dreams and say, "I wish." My clients have dreams and say, "I can." To help you be successful, I work alongside your attorneys and accountants to ensure integration of all aspects of your planning. My network of product and service specialists within the firm provides the specific capabilities and expertise to help address your unique financial needs, no matter how complex.1
Meet Our Team
Insights
Markets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
Wealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
Investing
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Wealth Planning
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
Wealth Planning
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
Markets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Family Legacy
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Family Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowMarkets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowInvesting
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowWealth Planning
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowWealth Planning
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowMarkets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowFamily Legacy
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read NowFamily Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.