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

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 PLANNER® 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

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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