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.

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David Harris

David Harris

Senior Vice President - Financial Advisor, Consulting 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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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Meet David

Learn more about David Harris.

Latest Insights

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Jul 19, 2024 | RBC Wealth Management

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Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 | Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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