-David Massart, President & Founding Partner
"...we don't represent any institution. We represent our clients."
100+ years combined experience:
Experienced where it COUNTS.
“We are known for providing world-class advice on a first-name basis.”
“Our custom solutions differentiate us from other firms.”
“Clients appreciate the genuine level of care and attention to detail we show them.”
Our Notable Recognitions:
I’m always learning something new about the industry—it’s never boring!
Helping clients to navigate uncertain times in the global financial markets.
Working for a local independent wealth management firm that always puts clients’ best interests first. There aren’t any hidden agendas with our team. I also appreciate how they have taken their years of Wall Street experience and tailored it to fit our Midwestern clientele who truly value the personalized service we offer, and trust-centered relationships we develop with them.
In my current role, I pull from my background in both office and project management. Having been employed in the fields of Marketing, Insurance and Counseling, I understand the importance of developing trust-centered relationships with clients, and delivering high-quality, personalized service.
Wealth left to its own devices is unpredictable with the passage of time, so the right steps must be taken to grow and protect it for the future. Managing wealth on one’s own can be a daunting task riddled with pitfalls, and so should be entrusted only to experienced advisors.
I’d consider going back to school to study homeopathy or some other discipline within the field of alternative medicine. I always thought that would pair well with my counseling background.
I'm not sure if this counts as an accomplishment per se, but family is extremely important to me, and so I’d say marrying my college sweetheart, Kyle, was one of the best things I’ve ever done in my life—that and being blessed with our adorable baby girl, Annika, in 2015.
I’m a mom to a grade schooler now so spending time with family usually doing a kid-centered activity like going to the zoo, beach or park is how we spend most of our weekends. Whenever I can, I also like to get out on the golf course with my husband or target shoot at the range. Taking trips to explore Door County is also one of our favorite pastimes.