David Harris

Our approach

We provide peace of mind by helping families protect what they’ve built and make confident decisions for the future.

Financial planning is about more than investments. It’s about understanding what matters most to you, making sense of a complex financial world, and having someone you trust to help navigate the decisions ahead.

Wealth is a means, not an end.

My approach is grounded in integrity, excellence, and empathy. I take the time to listen, understand your goals and concerns, simplify the complex, and provide clear, thoughtful guidance. Whether developing a financial plan, managing investments, evaluating risk, or helping you think through an important life decision, my goal is to provide sound advice, responsive service, and the perspective that comes from decades of professional and life experience.

Ultimately, I want you to worry less about your money and focus more on what matters most.  

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. 

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

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.