Wealth management approach
I’ve built my practice on trust, discretion, and a deep commitment to long-term relationships. Many of the families I work with have been clients for decades—often spanning multiple generations. By staying closely engaged and continually informed, I’m able to provide thoughtful, personalized investment strategies that evolve with your life, legacy goals, and financial priorities.
Whether you’re focused on growing and preserving wealth, planning for future generations, or aligning your investments with philanthropic interests, I bring a high level of care, insight, and confidentiality to every relationship.
I work with a select group of clients whose financial needs require a high level of sophistication and personal attention. Typically, this means a minimum of $1 million in investable assets. This focus allows me to deliver the depth of insight, strategic planning, and discretion necessary to support and protect significant wealth—now and for future generations. I invite you to contact me directly at david.harris@rbc.com or 920-743-7575.
