Strategy. Execution. Success.


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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. 

David Harris

David Harris

Senior Vice President - Financial Advisor, Portfolio Director Group

920-743-7575
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Latest Insights

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Family offices reset following volatility in early 2025

Oct 16, 2025 | RBC Wealth Management

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

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Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

Oct 10, 2025 | Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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