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What We Do and How We Can Help

General

As we get older, life seems to get busier and more complicated. Between our work, family, and passions in life, it’s hard to find the time or energy to devote to necessary but overwhelming tasks, such as investing, tax planning, or financial planning. But without planning, your financial life can start to get unorganized.

At David Wealth Management, we understand that your life is busy. Our goal is to help you simplify, organize, and streamline. By allowing us to take care of the intricacies of financial planning and portfolio management, you can devote more time to your passions in life.

Who We Are

David Wealth Management is an independent financial planning and investment management firm focused on providing customized wealth management solutions to individuals and families. As a fee-only firm, we are wholeheartedly unbiased, and we take our fiduciary responsibility seriously. Our advice is always objective, and your best interests come first in all decisions and recommendations.

Who We Serve

We serve a wide variety of clients, including executives, business owners, and retirees. Our clients seek well diversified investment portfolios and comprehensive financial, tax, and estate planning.

Our clients are busy with their careers and families, and although they are financially successful, they often struggle with financial planning matters. Providing our experience as both a CPA and a Financial Planning Specialist (PFS), we can offer truly comprehensive wealth management that touches on all details of a client’s financial life.

We believe our clients choose to work with us due to our CPA and investment experience and knowledge. As CPAs are some of the most trusted professionals in today’s marketplace, we maintain a higher fiduciary standard and clients feel that they can trust us. We don’t take this responsibility lightly and always practice what we preach and provide. We invest our money the same way we invest our clients’ money.

What We Provide

For more than 30 years, we have been helping our clients make the most of their wealth through investment, financial, and tax advice. We are able to work closely with our clients and provide tax, estate, retirement and insurance planning and portfolio management to make the most of their wealth.

Our clients benefit from our methodical planning approach where every service is integrated, every decision is informed and, most of all, every move is made in your best interest. From advice, to implementation, to ongoing oversight, we manage our clients’ money and help them stay on course toward their goals.  

Regardless of the specific service needs of our clients, we ultimately hope to provide all of our clients knowledge on the best practices of financial and investment management. Being able to help them feel confident in their financial future is incredibly fulfilling for us.

Next Steps

We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as investment, tax, or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.