Broker Check

My Mission. Your Goals.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.

Let's Talk
Client Centered

Since 1989 I have been taking care of clients' investable assets. Combining history with math in what I call mean reversion I can assure you that I will take care of you and your family better than anyone,...other than you.

David Maigret

--- no copy here ---

--- no copy here ---

--- no copy here ---

--- no copy here ---
--- no copy here ---

--- no copy here ---

--- no copy here ---

--- no copy here ---
My Approach

My Approach

I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Learn more

Our Services

Protect My Principal

Learn more

Paying High Taxes

Learn more

No Time To Manage Your Investments

Learn more

Assured Income

Learn more

Don't Know Where to Start

Learn more
Ready for the next step?

Ready for the next step?

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, I’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.

What My Clients Have to Say

Sign Up for our Monthly Newsletter!

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!