David Gwatkin

What matters to me is understanding what matters to you; your goals, dreams and concerns. Often, what matters to my clients goes beyond themselves, so when I share that, "wealth managed well transcends generations," it resonates with them. As a branch team, we work together to create an ideal client experience focused on understanding your financial goals. I follow an established process to develop a personalized strategy to help you achieve your goals. Over time, we work together to keep you on track by providing wealth protection and transfer strategies, collaborating with attorneys and CPAs on estate considerations, charitable giving...