A PERSONAL CONSULTATIVE APPROACHWealth Management is a process built around the coupling of financial planning & asset management. Dave views the two as inseparable components of a successful financial life. That is his goal in partnering with clients: To help clients achieve success in all aspects of their finances & enjoy financial independence in order to live their best life.Curious? Reach out to Dave today to see if you are well planned.FINANCIAL PLANNINGThe core of Dave's work for high net worth clients, families, business owners and retirement plans is guiding them toward their financial goals.ASSET MANAGEMENTDave works with clients and investment managers to develop personalized investment plans focused on the clients' individual life circumstances and investment objectives. 401k ADVICECompany plans give you a “one-size-fits-all” investment management strategy unless you create and manage your own plan (SDBA). But who has the time to research the funds and then watch the market to make necessary changes? My clients are high-income earners who don’t want to be lumped into a generic investment strategy pool but rather have a trusted advisor who creates and manages a customized investment strategy – all within their company plan.Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”), a SEC Registered Investment Adviser. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the author or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs, external websites or links mentioned on LinkedIn are unaffiliated with Summit. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions carefully. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. We cannot accept endorsements and recommendations.