David J. Sullwold, CFP®, LUTCF

Thank you for visiting my website.  I am a Financial Advisor who endeavors to assist my clients in achieving their financial dreams and aspirations.  By the sound application of fundamental financial planning principles, together, we develop a plan to achieve your goals.  By educating and communicating in a way that you can understand, I help you navigate through the myriad of financial concepts, products and ideas that you hear and read about and help you understand how they apply to you and your situation.  By developing a comprehensive written financial plan with you, I can contribute to your financial confidence regarding your financial life and dreams.  I continue by assisting you in implementation of the appropriate strategy and monitoring the results on an ongoing basis.  I am as committed to your success as anyone will ever be.

Strategies such as actively managing a portfolio or a buy and hold do not assure a profit and cannot guarantee against loss. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.