Kuring Team

44 Old Ridgebury Road, Suite 150

Danbury

,

CT

06810

About the Kuring Team

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.

Advisory Team

Doug Kuring

CFP®
Senior Vice President, Financial Advisor

Sebastian Bermeo

CFP®
Associate Financial Advisor

Client Service Team

Dawn Rancourt

Client Service Associate

Coffee with Doug

Kuring Team Webinars

Resources from our team

Topic
PDF
When we think about taxes, it’s typically federal taxes that come to mind. And for good reasons: no matter what state you live in, federal taxes are unavoidable. But where you live still matters. In fact, your state of residence can play a meaningful role in how much of your wealth you ultimately keep over time.
7/17/2026
PDF
As we reach the halfway point of the year, it’s remarkable how many headlines we’ve collectively lived through in just six months. War. Inflation concerns. A new Fed chairman. Shifting interest rate expectations. The largest IPO in history. Endless debates about AI, valuations, and whether markets have become too concentrated.
7/17/2026
PDF
You may have seen the headlines about Trump Accounts—the new child savings accounts created under recently passed tax legislation. As is often the case with new planning tools, they’ve generated plenty of interest… and a fair amount of confusion.
4/8/2026
PDF
This past week, we received further evidence that the labor market is slowing. Only 22,000 jobs were added in August according to the Bureau of Labor Statistics, well below the 75,000 that economists had anticipated. The report also included substantial revisions to figures from previous months.
4/8/2026

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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