Personalized investment advice

Personalized investment advice

If you’re an investor who wants choice, flexibility and rigorous risk management, you’ve come to the right place to get a total wealth management strategy designed just for you.

Dave LeeDave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax efficient strategies, retirement plan and estate plan so that they all work together.

And, if you’re retired or approaching retirement, you’ll benefit from Dave’s expertise in making all the right decisions that need to be made in this stage of life.

We invite you to experience the professional excellence and service provided by Dave and his team, and to discover why his client-focused approach has received recognition in both the local and national media.