ABOUT US
Dave Cottam serves high net worth individuals and families with personalized financial planning and wealth management services, helping clients define and attain their financial goals with confidence. Dave operates as a fiduciary with utmost respect for the legacies entrusted to his care.
ACCOUNT ACCESS
OUR MISSION
We aim to provide a higher standard for our clients and our colleagues by supporting true independence of thought and always putting the client at the center of everything we do.
