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Who We Serve

After years of experience we’ve found that we work best with clients that have the following characteristics.  Not everyone fits all of these, but many of our clients have quite a few of these qualities.

  • Invested Asset Size: Our new clients usually have at least $750,000 of invested assets.
  • Delegators: Our clients are willing to entrust their financial affairs to others because they recognize that their time is valuable.
  • Loyal: Our clients value the long-term relationship they establish with Craig DuVarney, Lupine TrioCFP.
  • Realistic: Our clients have realistic expectations when it comes to their investment returns.
  • Committed: Our clients are committed to achieving their financial goals, while recognizing that those goals will not be achieved instantaneously.
  • Prudent: Our clients generally live within their means.
  • Thorough: Our clients are seeking comprehensive financial planning advice, and view Craig DuVarney, CFP as an important member of their “financial team”.

Our clients are typically seeking pro-active advice in some of the following areas:

  • Goal Setting
  • Pre-Retirement Planning
  • Retirement Distribution Planning
  • Investment Planning: Asset Allocation, Monitoring, Rebalancing & Tax-Management
  • Tax Planning
  • Estate Planning
  • Family & Charitable Gift Planning
  • Protection Planning
  • College Planning
  • Planning due to a Significant Life Event: Recent Marriage or Divorce, Death or Disability of Loved One, Inheritance or Legal Settlement

©2020 Craig DuVarney, CFP™. All rights reserved.
Advisors on the 2014 Rep magazine/WealthManagement.com “Top Next Gen IBD Advisors” list were ranked exclusively by assets under management.  Advisors on the list were also required to be under the age of 40.  Nominations were solicited by Rep magazine from the top 35 Independent Broker-Dealers by headcount.  Also, Rep magazine and WealthManagement.com did not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 
Advisory services offered through Craig DuVarney, CFP ™, an SEC registered investment advisor.
Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, KS, MA, MD, ME, MS, NC, NH, NJ, NY, RI, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.