4709 West Golf Road,
David Strulowitz is an independent financial advisor providing personalized solutions to simplify your financial life and meet you where you are in your financial journey. While we recognize and celebrate the unique aspects of our diverse clients, our team specializes in serving independent women throughout their lives.
We are here to help you build a strong financial foundation for a comfortable financial future. Through our multi-generational perspective you are provided excellent support for your overall objectives, no matter what stage of life you are in.
Financial planning and management are complex, but by striving to present solutions in a straightforward, understandable manner, you can feel more comfortable with the process and finances. We are transparent about our strategies and your progress toward the retirement lifestyle you desire.
As you develop a personal relationship with us, you will develop confidence in our commitment to your journey. Part of building a comfortable financial future involves getting comfortable with who is guiding your financial decisions, even and especially when life feels out of control.
Our generational planning perspective incorporates the needs of your parents and children in your overall strategy. We want you and your entire family to feel confident about the future and your plans to transition your wealth from one generation to the next.
Partner Wealth Management Advisor
Registered Administrative Assistant
We strive to help our clients feel more comfortable and confident in their financial decisions by simplifying the complex nature of their finances and the decisions they face.
Helping you understand the complexities of your finances so you can trust us to take action where you need it. We’ll review each part of your plan together to maintain transparency and increase your comfort in our decision-making.
Relationships are essential to our process. We want you to feel confident working with an experienced and steady advisor who will have your back on your personal needs. When you open up to our process and let us help your financial decision making, you can truly feel financial comfort.
We approach planning with a family perspective, addressing not just your needs, but those of your parents and children as well. We’re prepared to assist in your finances today and as you transition wealth across generations.
Our expertise applies to every facet of your financial life, helping you navigate the potential circumstances as you move forward on your financial plan. Personalization drives our decisions, helping you to achieve your goals and objectives.
We approach planning with a multi-generational perspective to assist you in building a solid financial foundation.
Our services reflect your values and help build a versatile structure to support your financial journey.
Contact us today to begin your confident journey toward financial independence.