The Kuring Team

Serving the greater Danbury, CT area.

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Location

44 Old Ridgebury Road, Suite 150
Danbury, CT 06810
(203) 790-4949
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A team behind every plan

Financial management can be complex, and when it comes to your financial legacy, you only have one chance to get it right. Our team has extensive experience in wealth management, working with corporate executives and business owners to help make sense of their often-complex financial situations. We specialize in tax and estate planning, and we take pride in our ability to execute necessary financial planning strategies to ensure your wealth is aligned with your personal priorities and objectives. We take great care in communicating our philosophies and strategies to ensure we’re aligned and that you ultimately feel confident in your decisions. Schedule a meeting today to find out how the Kuring Team can help you preserve your wealth.

Meet Our Team

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Advisory Team
Client Service Team

Awards & Recognition

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2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.

  1. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  2. Awarded 6/16/26 for the period June 2026–June 2027.
  3. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

Explore Retirement Planning

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

Explore Our Investment Approach

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

Review My Coverage

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

Explore Tax Strategy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

Explore Legacy Planning

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

Start My Financial Plan
Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Kuring Team

What we’re thinking about

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Retirement

Your RMD Age May Be Changing—Again…

The SECURE Act 2.0 raises the RMD age from 72 to 75, giving retirees more time for tax planning. Learn how this change impacts your retirement strategy and what steps to take now.
Doug Kuring May 5, 2022

Coffee with Doug

August 2026 Market & Economic Update

August 2026 Market & Economic Update

Sep 22, 2026

How Have Fed Hikes Impacted Markets Historically?

How Have Fed Hikes Impacted Markets Historically?

Sep 21, 2026

Tax scams warning

Beware of Tax Scams

Mar 17, 2026

Insights on the Iran Conflict: The Impact of Oil Prices on Inflation

Insights on the Iran Conflict: The Impact of Oil Prices on Inflation

Mar 6, 2026

Market Update: U.S. Strike on Iran

Market update: U.S. Strike on Iran

Mar 6, 2026

SALT Introduction

SALT Introduction

Jul 21, 2025

New Social Security Identification Changes_ What You Need to Know

New Social Security Identification Changes_ What You Need to Know

Jul 18, 2025

Kuring Team Webinars

OBBBA Webinar Recording

OBBBA Webinar Recording

Dec 4, 2025

EOY Tax Planning Webinar

EOY Tax Planning Webinar

Dec 4, 2025

Newsroom and Resources

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Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

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