David Klein

Think differently. Make a difference.

Welcome

I am committed to helping realize the wealth management goals of all my clients. In conjunction with a client’s attorney and accountant, I am able to find out what works best for each individual or business entity, while assessing the risk/reward profile of the client as well as the client’s short and long-term needs.

My wealth management program is customized, taking into consideration not only a client’s current investment program, but also analyzing the need for proper estate planning and insurance needs including life insurance, long-term care insurance, and annuities. In sum, I service the whole client and structure a comprehensive approach that is unique to each individual.

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.