Two generations of wealth management combine a team approach to offer access to the resources of LPL Financial and Stratos Wealth Partners to help you strive to build and preserve your wealth.


As a multigenerational family team, the David Wealth Management Group pledges to remain a constant in your life.  Our team is committed to the same set of principles, along with a disciplined process and our above & beyond client service model designed to help organize your financial life, seek to preserve your wealth and move you forward toward your financial goals.



Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy.


The LPL Research Outlook 2020: Bringing Markets Into Focus 

is here to provide investment insights as well as economic and market guidance to help us navigate 2020. 

Read more about our forecasts and key themes in the full publication.