The Duncan Wealth Management Group

Trust. Integrity. Stewardship.

Mission statement

We are committed to earning and maintaining the loyalty of our clients by keeping them foremost in our minds. We believe the best business relationship starts by listening to and appreciating the individual needs of each client. We spend the time that is necessary to get to know and understand clients so we may develop a wealth management plan that will fit their unique needs.

Value statement

We provide customized solutions to help meet the complex financial needs of individuals, families and non-profit organizations. Our clients receive valuable advice and services that focus on enhancing their lives, and ultimately, the legacy they desire to leave.

Global Insight Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about us.

Bulletin Board

July 10, 2023

Investor's Edge

Latest Insights

Detour sign Global Insight Monthly November 2025

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

David S. Duncan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV. California Insurance License # 4455320.

David S. Duncan, NMLS # 1938354, and Justin Gore, NMLS # 2656523 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Justin Gore is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV.

, David S. Duncan, NMLS # 1938354, and Justin Gore, NMLS # 2656523 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Duncan Wealth Management Group

Phone: 301-309-2630
Toll-Free: 1-877-432-1022

David S. Duncan, AWM

Managing Director - Financial Advisor,
Senior Portfolio Director Group

Phone: 301-309-2630
Cell: 202-306-4216

Justin Gore

Financial Advisor

Phone: 301-309-2608
Cell: 227-230-8985

Lisa Carpenter, APP

Senior Business Associate

Phone: 301-309-2612
Cell: 301-204-0604