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

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. 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.