As you grow and become more successful, you create incredible opportunity to establish a legacy for your family, pour back into your business, and give to the causes you care about. But as your wealth increases, your financial needs also become more complicated, and you have less time to focus on the details of managing your wealth. And when you have so many spinning plates, you often wonder, “What am I overlooking? What could I be doing better?”
At David's office, our job is to help you answer those exact questions. We know that high-level financial concepts can seem like a foreign language even to the savviest business professionals, and you don’t always have time to give your wealth the detailed attention it deserves. That’s why we’ve made it our mission to unpack the intricacies of your financial world and present them in a way that’s easy to understand—so you can make confident, wise decisions that reflect your goals. We help you discover what pressing needs you should address now, identify opportunities and risks in the future, and then bring all the pieces of your financial world together so that everything aligns according to your goals. We don’t overcomplicate things, and we don’t hide any of the truth—so you can choose what’s right for you and feel confident about those choices.
We understand the weight of the decisions you make with us, which is why we treat each client with the utmost care and respect. That means if we say we're going to call you on a Tuesday three years from now, you can expect to hear your phone ring on that exact day. We know you have an exciting life to live, and you need your financial plan to support that life, not the other way around. Our clients often become close friends because we make it a point to be there for their most important moments. We know how to guide people through tough times like marital transitions, and we love seeing our clients grow and celebrating the big wins right alongside them. At the end of the day, we believe everyone deserves a trustworthy partner to walk through life with, and we’re honored to be that person for the clients we serve.
When you trust us as your fiduciary advisor, we commit to putting your best interest first. That means we give you suggestions based on your goals and growth potential, not our own benefit. You’re trusting us with your wealth, your business, and your future, and we don’t take that lightly.
When we explain financial concepts and offer recommendations, we don’t just show you a projected outcome and tell you what to do—we make sure you understand what your portfolio would look like without each suggestion, too. Our goal is to help you understand your finances in a way that makes sense to you so you can make the decision you know is best. And if you need a moment to mull over the decision? Take all the time you need.
We’re not afraid to help you take initiative on the decisions that will change your future. We help clients unpack opportunities and capabilities in their financial worlds so they can embrace the life they live with confidence. We encourage you to have an internal debate about our recommendations because we want you to be completely confident that each decision is best for you.
Over time, our clients become like friends and family to us, and we want the best for their financial well being. We believe that everyone deserves to be treated the way we would want to be treated, which is why we commit to genuine care, consistent communication, and honest feedback—just like we’d want for our own family.
It doesn’t matter to us how wealthy you are; we believe everybody deserves the level of respect and attention that gives them confidence about their financial future. So no matter how much planning you have or haven’t done; no matter how substantial your assets, we go out of our way to make sure you’re taken care of.
We’ve been in the financial industry for more than 20 years, and we’ve also been in your shoes—as a business owner, a career-climber, a parent, a spouse. We know how important it is to have someone walk with you on this journey, and we’re committed to being that partner to show you the way when things feel complicated. Whatever path you take, we’re there with you, watching your back and making sure you always have your best foot forward.
We’re not just here to make a transaction and move on—we want to help you uncover a comprehensive vision for your entire future. One of the best parts of our job is getting to see our clients grow, meet milestones, and achieve dreams they never thought possible. We know that opportunity is born out of patience, and we don’t walk away until we’re confident we’ve done everything we can to help you create a fulfilling financial future.