Wealth management approach

As a dedicated and experienced financial advisor, David is committed to helping clients achieve their financial goals with integrity and transparency. With more than 35 years in the financial services industry, he focuses on customized wealth planning and investment management.

For more information, view here.

David Harris

David Harris

Senior Vice President - Financial Advisor, Portfolio Director Group

920-743-7575
Email | | |

Strategy. Execution. Success.


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

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Meet David

Learn more about David Harris.

Latest Insights

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The Fed and its dueling dual mandate

May 09, 2025 | Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Investing in art: What to know about turning a passion into a purposeful wealth strategy

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Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

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