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David elfenbein, cpwa ®
Experience Matters
With more than 26 years advising high-net-worth clients at some of the largest, most sophisticated wealth management firms in the U.S., I am proud to introduce the Elfenbein Wealth Management Group. Under this new independent model, I am dedicated to providing the highest level of professional integrity while helping clients holistically define and meet their financial goals.
Client relationships and trust are at the heart of all that we do. I'm honored to have the opportunity to deepen these relationships and provide tailored solutions in a new model built around putting client's needs first.