David Wealth Management Group is a well-established financial advisory firm based in Lexington, SC. With a team of experienced wealth advisors, they have been providing personalized wealth management services to clients in the midland's area since 1988. Their disciplined approach and commitment to above and beyond client service help clients organize their financial lives, preserve their wealth, and work towards their financial goals. With a focus on streamlining operations and expanding their expertise, David Wealth Management Group is dedicated to ensuring that no challenge is too complex and no opportunity is missed for their clients.
As a separate entity from LPL Financial, David Wealth Management Group offers investment advice through Stratos Wealth Partners, Ltd. They have access to a wide range of investment opportunities and strive to lower fees on behalf of their clients. With a strong belief in empowering, supporting, and respecting their clients, David Wealth Management Group aims to provide a comprehensive wealth management experience that leaves clients feeling taken care of and confident in their financial future.
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