Our financial planning and wealth management process is deeply rooted in two fundamentals - transparency and integrity. FLW is a fee-only firm, meaning that the only fees we earn are paid by our clients. We do not earn commissions on any investment products which we believe is integral in fulfilling our duty as a fiduciary advisor.

If you're seeking a professional to help you guess at the next hottest stock, or are looking for market timing strategies, we may not be the ideal match for you. Our investment philosophy emphasizes broad diversification and a disciplined process, recognizing investor behavior as the key driver of long-term performance.

Our journey and experience has led us to refine a process that we believe is most beneficial for small business owners and law firm owners. It optimizes for time freedom, stress reduction, and clarity over your finances. We perform our best work for those who see the value in delegating these important tasks to a trusted professional.

However, we welcome a conversation with anyone who aligns with our core values as a wealth management firm. If we believe our approach won't add value to your situation, we'll be upfront and ready to help you connect elsewhere.

If you want to chat about any of the above, feel free to e-mail me at david@firstlightwealth.com or schedule a call here.