Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a
collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each
team member are the key to giving you the best guidance, coaching you towards your real life goals.
Wealth & Asset Management
Investing Consulting
Wealth Protection & Wealth Transfer
Advanced Planning
Relationship Management
Check out what our clients have to say about us!
“I’ve learned so much from Flagship. I don’t think there’s a better approach to retirement planning than Dave & his team.”
“Absolute aces as always. Wouldn’t change a thing.”
“My husband and I have worked with Dave for 20 years. Best decision we could have made. We feel very comfortable with his advice. We love his attitude and it’s a great feeling to know that he is taking care of our finances. Great advisor and a great company.”
“David is the best. So helpful and goes out of his way. Always available and returns calls immediately. Great person!”