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ADVICE FOR SPECIFIC GOALS

In an age of robotic advice and pre-packaged investment models, David likes to understand each individual client’s set of circumstances and goals, prior to making any recommendations. Portfolio construction, planning, and advice are customized to each client, with the overall goal to help clients achieve their goals with the least amount of risk possible. David focuses on people, not products, and will explore every resource to solve a problem or find a solution.

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