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…

Financial planning: Ten opportunities for 2021
David Stahl Wealth Management
Article January 6, 2021 3 min read
Five critical steps for business owners approaching a sale
David Stahl Wealth Management
Article October 20, 2020 8 min read
Michigan no-fault insurance reform brings choice and risks
David Stahl Wealth Management
Article June 29, 2020 2 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch