DLC Advisory Services

Company Description: David Lai & Co. (DLC) is a unique wealth advisory firm focusing on high net worth individuals, including corporate executives and professionals. Clients retain us to coordinate their financial lives, including value based planning with advice on how to preserve wealth. Most of our clients retain us to be their "trusted advisors". We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children's college education, etc. Vision: - To become the first choice for people seeking financial planning services. - To become a life partner of our clients, helping them to go through their hard times or witnessing their glory moments, sharing both their tears and their laughter. - To become the best team recognized by our professionalism and togetherness.