It takes a team to accomplish your goals. Working together is a partnership; we work side by side with you to create a plan and the steps aimed at taking you to your objectives. As an independent advisor, and part of the LPL Financial team, we have access to informational resources and educational tools as well as the freedom to choose appropriate investments without being limited to proprietary products.
Every day, David Waite walks the walk and putting his faith into action. His values are clear and unmistakable: do the right thing for the right reason, and help people to do good. David maintains a clear focus on educating clients so they understand complex financial topics; most of all, he helps middle class Americans gain a firm grasp on the decisions they need to make surrounding retirement planning so they can step forward with confidence, knowing what to do and why they need to do it.
