See David’s work history here
Financial Vision’s/David’s Awards: FIVE STAR Wealth Manager by a joint Connecticut Magazine and Crescendo Business Services survey; 2018 SSN Top Producer Award
For more information on David’s awards:
An Integrated Consultative Approach
Our approach to Wealth Management spans the full continuum of issues that affect your financial health. From investments, to retirement, estate planning and tax implications, we take time to fully understand your needs and translate that knowledge into an action plan tailored to your goals. As your life changes and new circumstances arise, we’ll be there to guide you along the way.
How will you translate your goals into an action plan?
Do you have enough saved for retirement?
What are your biggest exposures?
How will changes in tax laws impact your savings?
Take the next step and contact us for a free consultation.
Why Wealth Management?
At Financial Vision, our wealth management process extends far beyond a standard financial planning formula. Our approach evaluates a number of factors that could impact your overall financial health. Additionally, our clients benefit from a wide swath of services, expertise and one-on-one consultation that delivers a truly integrated approach.