Simplified Financial Advice.
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 in taxation 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 and most recently partnered with Carson to become the Carson Wealth office in Salt Lake City, UT. He is a Managing Director, EOS Visionary and a Succession and Wealth Advisor.
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 helps individuals identify their goals and build financial confidence with a careful plan, to 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.