PDS Wealth Management is a private wealth management practice providing financial planning and investment management services to individuals, families and institutions. We serve our clients as trusted advisors, creating and implementing personalized strategies that help them achieve their goals.  We are fiduciaries - the client's interest comes first at all times.

The Parker Dugan Spencer Group joined Merrill Lynch in 2009, and assists individuals, families and foundations in pursuit of their financial goals.We believe that planning and investing are complimentary. We gather your CPA, your attorney, and our team together to consult with you regarding your financial life, so that your money helps you accomplish your objectives.Our conservative approach to asset management emphasizes simplicity, transparency, economy and patience. Attention to these fundamental principles guides us in designing portfolios that are durable, not predictive. For many of our clients there is a long time horizon, whether they seek a secure retirement or a legacy for a later generation. Portfolios are customized and tailored to help clients attain those goals. We work with a limited number of clients so that we can spend the time to give them the attention they deserve. As a result, our relationships with our clients and their children are deep and enduring. Over time, we strive for our clients to worry less about their financial security.