Welcome to M3 Wealth

We specialize in providing retirement strategies and guidance for those who are seeking a better lifestyle in retirement.

There is not a “best place” to put your retirement money as each individual and/or couple has numerous variables and different financial goals and requirements. We all have different risk tolerances, unique liquidity preferences, differing ways of preparing for inflation, taxes, social security, and healthcare. Likewise, there is no one place to keep your money that fits or remedies all of the issues above. Your unique circumstances and retirement goals must be taken into consideration if you want to find the “most favorable places” for your retirement money.

We have helped thousands of individuals and couples, at all economic levels, to achieve their financial and long-term retirement goals. This has allowed hem to more fully enjoy their retirement! We are eager to discuss your retirement goals and dreams, and to show you firsthand how different our process is from others you may have encountered or tried.

Schedule an appointment today to get a Complimentary Financial/Retirement Planning Session at M3 Wealth.

Items to Address in Retirement

  • Balancing Safety and Liquidity
  • Minimizing the impact of Taxes on your Retirement
  • Maximizing Guaranteed Lifetime Income
  • Making the most of your 401K’s and IRA’s
  • Social Security Analysis and Optimization
  • Estate Planning Myths and Options
  • … and much more!
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Financial Resources Available To You Through M3 Wealth

Schedule your COMPLIMENTARY
“M3 Retirement Planning Appointment”
and get… Patrick Kelly’s best-selling book
Stress-Free Retirement as our FREE gift!

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Trust Us to Help You

Read our clients’ testimonials and see how we helped others before you.
M3 has helped us to maximize our wealth without maximizing the risk in our portfolio, with very little out of pocket expense to us! It has truly been a remarkable experience for our entire family, and one we whole heartedly recommend to anyone who is serious about taking control of their life. I only wish someone would have referred us to M3 ten or fifteen years earlier!
- Matt & Angela Hansen
M3 has changed the way we think about money. In fact, it may be the best thing we have ever done personally or professionally! After running a successful business for over 20 years, M3 helped to improve our cash flow by over 35%. They took the time to help us when no one else would! I am not easily impressed but this is truly one of the most remarkable financial processes I have ever seen.
- Mark and Michelle Marlowe
Following M3's strategies has helped us to systematically eliminate our debt while increasing our net worth by over 400%. M3 always seems to be one step ahead of us! It is refreshing to deal with someone who is truly concerned about us... and our needs! We have never felt like we have been sold anything! They are not pushy, extremely knowledgeable, very thorough, and have a huge network of strategic partners and financial resources. I would strongly recommend the M3 System to anyone...
Scott & Karen Smith
M3's principles and tools helped us make some needed changes in our lives. Becoming self-reliant is not rocket science, but it does require unique vision, competent planning, proven financial tools, and mentored discipline. If you are serious about escaping the "financial jungle" and you want to become financially self-reliant, you just need to follow these simple and time-less principles.
Hal & Gloria Schofield
“If we told you about all of the miracles M3 has performed for us it would sound like a paid endorsement. Here's the bottom line - it's the best thing that's ever happened to us financially! M3 has helped us to expand our new practice and increase our net worth. If you are looking to make a positive lasting change in your life we highly recommend M3.
Ron & Kari Porter
Great resource for financial planning for an individual or a business.
- Jared Oviatt
Duane will help you reach all of your goals. He is a great resource, and he is honest and dependable.
Lisa Walker
I have known Duane for over a decade. I trust him and his abilities. His clients, I’ve found, feel the same way. He is a great man and brings that integrity and “get-it-done” attitude to everything he does. I highly recommend Duane and M3 Wealth.
Cameron Marcum
Duane provides invaluable insight into your financial health and he will help you to meet your goals.
Brinda Chiddix
His ability to organize and structure personal or business finances and to manage day-to-day operations is unparalleled!
Johnny Christensen
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FREEDOM
is within your reach!
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Important: The information contained on this website is provided for informational purposes only. All articles, charts, brands, logos, names, or other information used is the sole property of the parties cited or referenced. The information on this website should not be construed as investment, legal, or tax advice. M3 Wealth is in no way attempting to provide investment advice. Any use of this information is the direct responsibility of the reading party and should be reviewed and discussed with their financial advisor, attorney, or CPA prior to implementation and/or use. The information contained on this website cannot be used, altered, or distributed, without the express written consent of M3 Wealth.
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