David Wealth Management

David Wealth Management is a financial planning and investment advisory firm located in Fairfax, Virginia. The firm provides comprehensive financial solutions designed to help clients organize, grow, and protect their assets through services that span investment, estate, insurance, and tax planning.

Utilizing a collaborative, cloud-based financial planning software, the firm employs a goal-based approach to help clients define and prioritize their financial objectives. A key component of its advisory process is the use of Riskalyze software to assess and understand a client's risk profile, ensuring clear expectations are set from the outset.

Investment strategies focus on achieving broad stock diversification. This is accomplished by investing in a wide range of asset classes, including large and small company stocks and real estate securities, through mutual funds and exchange-traded funds (ETFs). The firm aims to construct a world market cap weighted portfolio, balancing allocations between US and non-US stocks to align with the global market.

Keywords: financial planning, investment advisory, risk analysis, wealth management, mutual funds, ETFs, portfolio diversification, asset allocation, estate planning, tax planning