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.



LPL Research’s Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, provides investment insights and market guidance through the end of 2019 in a digital-friendly, printer-friendly format.

LPL Research’s Midyear Outlook 2019 shares that as investors face the prospect of periodic bouts of volatility, emphasizing fundamentals will remain critical to making effective investment decisions. The midyear report provides updated views of current fundamentals and factors that should persist as shorter-term concerns fade, while emphasizing the four primary pillars for investing – policy, the economy, fixed income, and equities.

Read more about LPL Research’s forecasts and key themes in the full publication