David Wealth Management

Steven Bergman 

on Google

3 years ago

We chose Jim David as our financial advisor after an extensive selection process. Jim was patient, understanding, and answered all our questions throughout the process. Once we selected Jim, he was meticulous in his attention to detail in our financial planning, including reviewing our estate planning documents to ensure they were prepared to best protect our assets. Jim was very accommodating throughout the process as we had multiple (video) meetings including evenings and weekends. He even reviewed my 401k account, even t... read more

Phil Topness 

on Google

2 years ago

I'm so glad we found David Wealth Management. Jim & CJ clearly have our best interests in mind, have helped us forecast our retirement with confidence, protect our assets and also enjoy our savings! Their network has helped us find other trusted professionals we need for estate and tax planning. Jim brings decades of knowledge, clearly explains it and makes recommendations for us to evaluate. He makes the entire process easy and our retirement is going to be much more secure for it. 

Amanda Kahles 

on Google

3 years ago

We have been managing our own retirement accounts since our 20's. Now that we are in our early 50's we wanted an independent review of our retirement plan by a fiduciary and Jim David was an excellent choice. He provided the fincancial review that we requested, assured us that we are on the right track and assisted in finding a source to refinance our home as well. We definitely plan to work with him again in the future once retirement gets closer. 

John Grau 

on Google

5 years ago

We chose Jim David for retirement financial advice. We had specific questions/issues we wanted to address. Jim is a good listener. He focused on our issues, checked to make sure he was addressing them appropriately, and then followed up with check lists and progress reports. He has access to good outside experts when needed and offers solid, practical advice while being cost conscious. He is a valuable and trusted advisor for us. 

Michael Reed 

on Google

4 years ago

Jim has proven himself to be a valuable asset in my retirement planning. He's a good listener and did a great job of reviewing my existing assets and then developing a detailed plan to better align them with my goals. I've had other financial planners in the past, and Jim is by far the best I've seen.