Wealth Designed. Life Defined.
With over 35 years of experience working in accounting and wealth management, Duane Toney is skilled in investment management, tax minimization, succession planning, and wealth protection. Duane graduated magna cum laude with a Bachelor’s in accounting and Master of Accountancy with honors from Brigham Young University. He then began his career as a Certified Public Accountant working with a national CPA firm.
In 2002, Duane started his own business serving great savers, high net worth individuals and business owners. His firm became Signal Wealth Advisors, later merging with Thom K. Hall Financial Group, and most recently partnering with Carson to become the Carson Wealth office in Midvale, UT. He is a Wealth Advisor, Managing Director, Partner, and serves his team as the EOS Integrator.
Duane is rigorously and continually trained as a CPA/PFS, Investment Advisor Representative, Insurance Producer, and Certified Exit Planning Advisor ® (CEPA®) . He has a breadth of knowledge and prides himself in honoring stringent ethical standards while providing an objective, holistic, and comprehensive service for the families and business owners he serves. Duane’s goal is to help individuals identify their goals, build financial confidence and a careful plan, and enhance life fulfillment. He is passionate about helping business owners maximize the value of their businesses to well transition from ownership’s burdens to find their freedom.
Duane Toney is a non-registered associate of Cetera Advisor Networks.