With a focus on wealth management, retirement income, long-term care, and legacy planning, David J Abercrombie has been a trusted wealth consultant for over 35 years. His main objective is helping families, high-net-worth individuals, and small businesses optimize their investment strategies. He adheres to a simple yet strict philosophy and works with his clients to structure their money with a clear objective: Their assets outlive them; if they ever lose their health and become frail, they don't become a burden to their wealth and the people they love; and make sure their assets are distributed as they wished. Every portfolio is tailored to those clients’ unique goals. They are structured with an emphasis on minimizing risk, minimizing taxes, and minimizing fees. David helps his clients understand, in plain English, their options for growing and preserving wealth in a way that honors their underlying values. David believes that a meaningful estate plan comes from knowing your values, planning from your values, and living your values.