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About Us
David Elfenbein, CPWA®
David Elfenbein, CPWA®
David Elfenbein, CPWA®
With more than 24 years advising high-net-worth clients at some of the largest, most sophisticated wealth management firms in the U.S., David is dedicated to providing the highest level of professional integrity while helping clients holistically define and meet their financial goals.
Eva Drew
David Elfenbein, CPWA®
David Elfenbein, CPWA®
Eva and David have worked together for over 10 years to put financial planning at the forefront of the services offered to our clients. By building plans with complex scenarios, we are able to be proactive rather than reactionary in our approach to wealth management.
Miranda Schweigert
David Elfenbein, CPWA®
Miranda Schweigert
As the Client Services Associate, Miranda ensures all administrative processes run smoothly and efficiently. From new account forms to asset transfers, Miranda works closely with our team and clients to simplify processes and procedures.
About Us
Goal Based Financial Planning
Our comprehensive financial planning process is centered around you. Whether you are saving, investing, or in retirement, we will build a plan to help guide your next steps - whatever they are.
Market Research
Our independent model provides flexibility and enables access to a variety of market tools, research, and products. This enables us to put our client interest first while offering solutions tailored to their needs.
Personalized Service
No call centers, no automated responses. Our clients have immediate access to our team, and we handle the rest.