Arvada, CO
Alex Duncan
Hi 👋 I'm Alex. Before becoming a financial advisor, I spent 15 years working in medical device sales and leadership. Today, I help medical device and pharmaceutical professionals navigate many of the same financial decisions I encountered during my own career.
My work centers on comprehensive financial planning, investment management, and stock-based compensation, including RSUs, stock options, and ESPPs. I understand how variable income, taxes, company stock, and career decisions can intersect. At Duncan Wealth Management, I help clients bring those pieces together into a flexible financial plan that can evolve as their careers and priorities change.
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Savvy Investment Team
Wade Montgomery
Wade is a dedicated financial services professional with more than 12 years of experience across banks, Independent Marketing Organizations (IMO)s, insurance carriers, broker‑dealers, and the investment advisory space. A graduate of Ball State University and holder of the Series 7 and 63 licenses, he brings a broad industry perspective and a strong commitment to operational excellence. Wade is driven by building strong partnerships, maintaining clear and consistent communication, and delivering a high‑quality experience for advisors.
I help medical device and pharma professionals create flexible financial plans that bring their equity compensation, taxes, career decisions, and long-term goals together.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO PURSUE YOUR GOALS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client's specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to help manage your portfolio's risk and return.
STRATEGIC PLANNING OF YOUR FINANCIAL AND NON-FINANCIAL COMPENSATION
Executive Compensation Planning
We are here to guide you through your compensation negotiation, helping you secure a package that aligns with both your short-term needs and long-term goals.
STRATEGIC PLANNING FOR EQUITY COMPENSATION
Equity Compensation
We help clients make informed decisions around stock options, RSUs, ESPPs, and other equity awards. Our approach integrates tax planning, diversification strategies, and long-term wealth planning to help you manage concentration risk and align your equity compensation with your broader financial goals.
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Alex
Alex Duncan took an unconventional path to wealth management. After earning his degree in economics with the intention of entering the industry, his career instead led him into medical device sales and leadership, where he spent 15 years.
Alex began at Bausch + Lomb as a phone sales representative and worked his way up to national account manager. He later joined Sight Sciences during its earlier stages and was with the company through its IPO. Along the way, he experienced many of the compensation opportunities and decisions that medical device and pharmaceutical professionals encounter, including participating in an employee stock purchase plan, receiving RSUs, and exercising stock options.
Those experiences also showed Alex how complicated equity compensation can become when taxes, timing, diversification, and long-term financial goals are considered together. His own financial decisions ultimately helped shape the work he does today.
Four years ago, Alex transitioned into wealth management and launched Duncan Wealth Management. He now works primarily with medical device and pharmaceutical professionals, from sales representatives to senior executives, helping them understand how their compensation fits into their broader financial lives.
As a CERTIFIED FINANCIAL PLANNER® professional, Alex focuses on comprehensive financial planning, investment management, early retirement planning, and stock-based compensation. His firsthand industry experience gives him an understanding of the career paths, variable compensation structures, and financial decisions his clients regularly face.
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How did you become a financial advisor?
I earned my degree in economics with the intention of working in wealth management, but my career initially took me in a different direction. I spent 15 years in medical device sales and leadership before making the transition into financial planning four years ago and launching Duncan Wealth Management.
During my medical device career, I dealt firsthand with many of the financial decisions my clients face today. I participated in an ESPP, received RSUs, exercised stock options, and experienced the tax and diversification decisions that come with accumulating company stock.
Those experiences played an important role in my decision to become an advisor. I wanted to work with people from the medical device and pharmaceutical industries who were navigating the same kinds of questions I had faced throughout my career.
What types of clients do you work with?
I primarily work with medical device and pharmaceutical professionals, from sales representatives to CEOs.
These professionals often have financial lives that include variable compensation, high tax brackets, company stock, RSUs, stock options, ESPPs, and important career decisions. I help them understand how those pieces fit together and how decisions made during their careers can affect longer-term goals such as early retirement.
What areas of expertise do you have?
My work focuses on comprehensive financial planning, investment management, early retirement planning, and stock-based compensation.
I frequently work with RSUs, stock options, and employee stock purchase plans. Because these benefits can affect taxes, investment concentration, cash flow, and retirement planning at the same time, I believe it is important to evaluate them as part of the broader financial picture rather than as separate decisions.
What kinds of strategies do you help clients with?
I help clients create flexible financial plans that can adapt as their careers, compensation, and priorities change.
For medical device and pharmaceutical professionals, that can include evaluating when to exercise or sell company stock, planning around RSUs and ESPPs, managing investment concentration, considering tax implications, and determining how those decisions affect goals such as early retirement.
Rather than looking at each decision in isolation, I help clients understand how the different parts of their financial lives interact.
What is your favorite part of working with clients?
My favorite part is helping take some of the weight of financial decision-making off a client's shoulders.
When we put a clear plan in place, clients can better understand where they stand, what decisions need their attention, and how those choices connect to their goals. That can allow them to spend more of their time and energy on other priorities, whether that means being with their family, advancing their career, or pursuing something else that matters to them.
What is it like partnering with Savvy?
The combination of Savvy's team and technology allows me to spend more of my time working directly with clients.
There is significant support behind the scenes, from administrative work to investment analysis and management to marketing. Having those resources available allows me to spend less time on operational tasks and more time helping clients work through the financial decisions that matter to them.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Alex Duncan is an investment adviser representative with Savvy Advisors, Inc. ("Savvy Advisors"). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Duncan Wealth Management is an independent marketing brand name used by Duncan Wealth Management for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy's investment advisory business, please see our Form ADV and Form CRS.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.