Wealth Management Consutlants

read moreWMC advises and assists Clients in achieving an ever-increasing degree of financial independence. We believe this is accomplished as an independent professional firm providing world class financial planning and investment advice. We strive to exceed each Client's expectations and always place the Client's interests first. We feel the Client's relationship with the firm will be their most rewarding professional experience. Our staff consists of experienced professionals with a "hands on" approach to financial guidance.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

read moreDavid assists clients in achieving long-term financial objectives. His main concern is to understand what his clients are trying to accomplish with their financial lives. By developing this professional relationship, he believes he can guide them in positioning their assets for longer term financial independence. David believes that a financial plan is an ongoing process. With changes to tax laws, the economy and client objectives, a financial plan must be flexible to adapt to these changes and to work toward client goals.