David Brodsky, Jd, Mba, Cpa, Cdfa Email & Phone Number

My team and I counsel successful individuals and families, in all areas of personal finance and give them back their most prized possession; time. This often includes developing investment plans, managing income tax and estate tax exposure, planning for children’s educations, reviewing an offer letter from a client’s new employer or developing a sell strategy around equity compensation. We immerse ourselves in all aspects of clients’ financial lives, attempt to put ourselves in their shoes and provide them with the most objective advice, so they can make educated decisions and reach their specific goals. It’s a true pleasure to get to know clients and their families over time, and to watch their goals come to fruition.I take a holistic approach to wealth management, to help clients connect all aspects of their financial lives. I provide independent, objective investment management and a comprehensive range of financial advice to entrepreneurs, executives, and other professionals. I counsel my clients regarding investment strategy; income, gift, and estate taxes; managing and diversifying stock options, restricted stock, founder's shares, and other concentrated public and private equity holdings; planning for retirement and other significant life events; charitable giving; risk management; and estate plan structure.I hold the following credentials and licenses:JDMBAMSACPACDFASeries 7Series 66 Admitted to practice law:MassachusettsSpecialties: Independent Wealth ManagementPrivate Wealth ManagementWealth Management PhilosophyInvestmentsAsset ManagementFinancial Planning for WomenDivorce-specific Financial Analysis Life ManagementTax Planning and Preparation

Listed skills include Investment Management, Holistic Financial Planning, Private Wealth Planning, Strategic Tax Planning, and 13 others.