Our Conviction : Success Thrives on Strong Relationships

  • Do you need help imagining life as an empty nester or retiree? Maybe you just sold your business. Want to volunteer your time and give money but need guidance with the overwhelming number of non-profits that are soliciting your help and donations?
  • Are you looking for a sounding board as you brainstorm issues pertaining to your legacy? How much money to leave to your children? Should you convene a family meeting and tell your children about the extent of the family wealth or keep it a secret? Who should lead that meeting?
  • Need a sounding board to evaluate competing proposals regarding the sale of your business?

David and Vicki treat every client with care and respect personally and professionally. By strengthening these relationships and working toward creating and executing a plan that is aligned with the investor's overall life goals, Vicki and David aim to be your financial advisor of choice. They have worked across three generations from the same family.

That's the power of the 'WE' in Kopitz Unger Wealth Management.

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