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 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.