David Harris

Strategy. Execution. Success.

Exceptional financial planning begins with a genuine connection and trust. Throughout my career, I have guided individuals and families through the complexities of sound wealth management, helping them make confident, informed decisions that reflect their goals and objectives. I am committed to honesty, integrity, and empathy in every client relationship. My focus is on understanding what truly matters to each person and family I work with - not just their financial objectives, but the life they want to build and the impact they want to make. I value inclusivity, respect for all, environmental stewardship, and charitable giving. These principles guide both my work and my life, and I am proud to partner with clients who share that same commitment while planning wisely for their future.

David's wealth management approach

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Meet David

Learn more about David Harris.

While my practice is based in Door County, Wisconsin, I have clients from across the United States. 

RBC Wealth Management supports the arts, a tradition spanning over 100 years

Investing in the arts is investing in the heart of your community. RBC Wealth Management is proud to support Hennepin Arts in their mission to revitalize the historic Minneapolis Theater District, and we can help you align your wealth with your values to make a lasting impact.

Start making your impact today.

Explore responsible investing

Access our guide designed to help you better understand and identify steps you can take to invest with purpose. This workbook contains a sustainability questionnaire to assist in evaluating what’s most important to you.

Download the guide

Create a legacy that passes on your wealth and values

A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.

As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.

When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.

Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.