Simple, transparent pricing.

Wealth Management

Full-service financial planning & investment management

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Cash flow analysis
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Debt payoff plan
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Risk management
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Retirement strategy
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Investment management
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College savings
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Workplace benefit planning
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Tax planning
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Tax-advantaged investing
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Student Loan Debt Strategy
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Insurance Planning
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Estate Planning
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Equity compensation planning
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Social Security Optimization
Our Fees
$0-250,000
1.50%
$250k-1,000,000
1.00%
$1m-3,000,000
0.75%
$3m and over
0.50%
Semi-annual review meetings
+check ins as needed
Get Started

Working with an advisor should be simple.

A simple 3-step process to getting started:

1
Schedule a Get to Know call

This is a short call for us to get to know each other. We will go over all your questions and wishes for the future.

2
Meet with David

In this meeting, I’ll share how I work with clients and what you can expect as a client. We will also decide if we are a good fit.

3
Think it over

After our meeting, I’ll send you an email summary of our call outlining all the details. I’ll also ask you to simply think it over.

Get a Free Financial Checkup