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Copyright ©2019 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.

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We help make lemonade when life gives you lemons. Debt. Death. Taxes. Student loans. We can help you with concrete, proven, usable steps to sweeten what's gone sour.

"Our incomes are like our shoes; if too small, they gall and pinch us; but if too large, they cause us to stumble and to trip."
John Locke

It's not all sunshine and smiles out there. But you knew that already. Wouldn't you like to have a trusted advisor with expert knowledge who you can pour your troubles out to without judgement or censure? We're parents, but we're not your parents, and we've got a wealth of financial knowledge and life experience that you can benefit from today.