Jim David's Contact Details

Jim David's Company Details

David Wealth Management

Merrifield, VA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

David Wealth Management is an independent, fee-only, Registered Investment Adviser (RIA); providing financial planning and investment advisory services throughout the greater Washington, DC area.Services Focused on YouAs an RIA, we have a fiduciary role in our relationship with you, which means everything we do, from advice to execution, must be made in your best interest. Our ExperienceWe believe financial planning and investment advisory does not need to be complicated to be effective. We promise to be your partner in the financial planning and investment advisory process, and we deliver on that promise with over thirty years of related experience.Financial PlanningOur experience has taught us that the foundation of a successful financial plan is a complete understanding of your current financial position, your financial needs, and your financial goals. We work collaboratively with you to ensure we are fully aware of all factors impacting your financial position, and use that awareness to develop a personal financial plan that helps you achieve your goals.Investment AdvisoryWe also believe it is important that you have a financial plan that includes an investment portfolio based on your risk tolerance and focuses on asset class allocation and diversification, low fund costs and tax efficiency. Your PartnerTogether, we implement the financial plan, but our commitment does not end there. We desire to partner with you for the long haul, periodically evaluating your financial plan and investment portfolio and making adjustments based on your financial situation and financial goals. We believe that your needs and the needs of your family are our highest priority!To contact David Wealth Management:703-560-8300 Email - jdavid@davidwealth.comWebsite - www.davidwealth.com Address - 8315 Lee Highway, Suite 325, Fairfax, VA 22031David Wealth Management, LLC ("DWM") is a registered investment advisor, located in the Commonwealth of Virginia. DWM provides investment advisory and related services for clients nationally. DWM will maintain all applicable registration and licenses as required by the various states in which DWM conducts business, as applicable. DWM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please visit our website http://www.davidwealth.com for important disclosures.