David Stecker

"We provide an artisanal approach to service, portfolio construction and financial planning, helping clients simplify their wealth and pursue the lives they envision."
About David Stecker

Bespoke wealth management strategies delivered with a deeply personal touch.

David works with a select group of wealthy families, offering a high-touch experience and the undivided attention they deserve. His ability to marry strategic wealth planning with a deep understanding of the capital markets is informed by more than 25 years of advisory background.

As a CERTIFIED FINANCIAL PLANNERTM professional, David centers his practice around rigorous and ongoing multi-generational planning. His proactive approach and frequent discussions with clients help them navigate critical decisions surrounding transaction events, legacy creation, philanthropic giving and future ventures. Whether it's day-to-day tasks or addressing impactful financial aspirations, David's goal is to deliver peace of mind, ensuring each client has the confidence that their wealth is being carefully handled.

Meet Our Team

Insights

Cybersecurity

5 ways to boost your kids’ fraud prevention savvy

October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Investing

The agony & the ecstasy

October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Markets

T-minus 75 'til 2025: What every investor should know

October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
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