David Wealth Management, LLC
David Wealth Management, LLC (CRD# 164232) is a financial advisory firm headquartered in Fairfax, VA. They manage $34,957,225 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$1,588,965
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Let's Get to Know One Another
David Wealth Management is an independent, fee-only, Registered Investment Advisory firm based in Fairfax, Virginia, providing financial planning and investment advisory services throughout the greater Washington, DC area.
Those are the facts. But who we are goes deeper.
A wealth of advice - Good advice doesn't need to be complicated to be effective. We get what you're about and then we get to the point ... so you can get on with your life.
Deliberate planning - What do you want out of life? How would you like to live it? The best things happen to those who know how to prepare for their ideal financial future.
Evidence-based investing - Emphasizing evidence over emotions, we'll show you how to invest more confidently, with time on your side.
Your highest interests - For more than 30 years, Jim David, CPA, has been helping people make the most of their wealth: bringing together disciplines, building relationships, protecting his clients' highest financial interests.
It's not just what we do - it's who we are!
When you come to David Wealth, you enter a partnership that is premised on helping real peope make the most of their personal and professional wealth. Our client care is grounded in always doing what's right for you: keeping an eye on costs, minding your tax consequences, addressing all of the practical and emotional questions that arise when managing your money.
You and Your Financial Plan
Do you have a financial plan? Do you have an estate plan? When were either last reviewed? Are you maximizing your tax-planning opportunities?
You and Your Investing
Are your investments guided by a written plan? Does your portfolio reflect your goals and risk tolerance? Do you know how you're doing so far, and how far you are from achieving your goals? Are your holdings managed for tax-efficiency? Do you know what they are costing you?
You and Your Profession
As a business owner, are your succession plans in place? Are your company retirement plan assets integrated with your personal investments? Speaking of retirement, do you know where you stand?
You and Your Life
Life offers both risks and rewards, often when you least expect them. Does you insurance coverage still fit your needs? Are you making the right financial choices for you and your family? Is your advisor informed, objective and committed to advancing your best interests?
Together, let's roll up our sleeves and resolve your range of interests.
Erica Christensen (CRD# 6295332) is an Investment Advisor Representative working at David Wealth Management, LLC in Fairfax, VA and has over 2 years of experience in the finance industry.