Skip to Content


I provide holistic, unbiased advice to high-net-worth individuals and families. My specialty is clients who have owned closely held businesses and are transitioning their wealth from private holdings to a more diversified balance sheet.
View More of David's Experience
In kindergarten, my now-wife gave me a stick-figure picture of me, her, and a little girl with her phone number on it, which my parents actually kept over the years. Fast forward many years, and that picture came to life!

You might also like…

SECURE Act: Planning items for individuals
David Stahl Wealth Management
Article January 16, 2020 7 min read
SECURE Act included in government funding bill
Casey Veach Wealth Management
Article December 18, 2019 1 min read
SECURE retirement act: Ten potential impacts
Dori Drayton Wealth Management
June 24, 2019 3 min read