As President of Lampe & Son Wealth Management, David Lampe believes the greatest way for our clients to achieve their objectives is to plan with diligence, execute, and monitor an investment plan based on their unique risk tolerance and investment goals

The best investment plan is usually one based on an intelligently and professionally diversified portfolio.   Mr. Lampe understands the importance of having a written investment policy statement.   This document allows his clients to have a clear vision for achieving  financial objectives.  

David's investment philosophy is to assist his clients’ financial goals by acknowledging the net return of taxes and expenses, hence, he considers the management of costs a priority.

David utilizes advanced investment research and technology available.  He utilizes effective management tools, with large money managers.  He will also use direct investments, stocks, bonds, CDs, money market, some mutual funds, index funds, REITS, annuities, and exchange traded funds.  As a independent advisor,  David can choose to work with the best companies he feels will assist him in helping his clients meet their financial goals.

He believes in monitoring, reporting, and advising on a client’s entire portfolio not just the investments under his direct control.