Our Client Service Commitment

Clients deserve top-notch service and value a reliable advisor. It is our commitment to service-excellence that sets us apart. We offer three flexible service options in order to help as many people as we can. We specialize in two distinct niches:

Return Phone Calls Promptly

We return calls within 24 hours (and usually much sooner)! David specifically chooses to answer his own phone so clients get him directly.

Return emails in a timely manner

We aim to return emails within 24 hours (and usually much sooner)!

Proactive client contact

We provide our calendar to clients to book meetings directly - without the hassle of having to go back and forth.

Provide sound financial advice

With over 15 years experience, it's important that we provide objective advice to clients that is comprehensive in scope.

Transparent portfolio performance

We use state of the art technology to let clients know how they are doing and if they are on track to reach their goals.