Providing comprehensive wealth management services
To provide clients trusted financial advice with exceptional service.
With over 23 years of financial services experience and a holder of the CFP designation I provide clients with solutions to help them reach and attain their financial goals. A good plan will encompass creating and preserving wealth as well as leaving a legacy according to your wishes. I am committed to providing you with comprehensive financial advice which meet your individual needs.
I help individuals, families, professionals and business owners who seek and value professional advice.
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David De Bartolo