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David Wealth Management Group

5080 Sunset Blvd Ste A
Lexington, SC 29072
Phone:
  • (803) 386-0307
  • (803) 386-0309
Fax:
  • (803) 356-2550

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Greg's Summer Reading List

6 books worth reading this summer!!

BOOKS

Schedule an Appointment

Schedule appointment to meet with Greg

Meet with Greg

WELCOME TO DAVID WEALTH MANAGEMENT GROUP

 

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.

 

 

 

The LPL Research Midyear Outlook 2018: The Plot Thickens highlights investment insights and market guidance to take you through the rest of the year. So far this year, the return of the business cycle has brought the fiscal policy changes that were expected to propel economic activity and the financial markets higher in 2018.