Think differently. Make a difference.

Welcome

Surrounded by a team of financial professionals, 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.

Our wealth management program is comprehensive, 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, we service the whole client and structure a comprehensive plan that is unique to each individual.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of 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.

Bulletin Board

Click here to read David Klein's article that was published in the Daily Herald.