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About Us
We're Here to Help

We know that managing investments, navigating retirement plan rules and establishing a sound financial plan can be challenging and time-consuming. We’re here to help. At Dunuwila Private Wealth, we understand the complexities of financial planning.


why choose us
The Dunuwila Difference

The Dunuwila Difference is built on a planning first approach, investment independence, and a fiduciary commitment to honesty and integrity. With cutting-edge technology and highly personal service we deliver thoughtful advice centered on your goals.


Our solutions
Financial Advice & Investment Management

Dunuwila Private Wealth provides comprehensive financial advice and investment management. Our team takes pride in being friendly, knowledgeable and efficient. Our process always begins with the same first step: listening to you. From there we take a customized approach to address your needs.

Financial Planning


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Investment Mangement


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Tax Planning


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Life & Long Term Care Insurance


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Estate Planning Strategies


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Retirement Income Sustainability


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what we offer
Client Experience

Our client experience combines comprehensive financial guidance, personalized service, clear communication, and competitive fee structures designed to support your goals.


Who We are

Our History

Since the business began, we have grown from serving professionals throughout Central New York to helping individuals and families across the country. Through each stage of our evolution, our commitment to independent advice, strong relationships, and putting clients first has remained unchanged.

Our solutions