Advisor profile
David J Schlitt, CLU, ChFC, CASL, CEPA
Founder & Wealth Management Advisor
Nationwide30+ years experience
David specializes in wealth management with a focus on family businesses. With over 30 years of experience, he brings deep expertise in helping business owners navigate complex financial decisions and plan for long-term wealth preservation and transition.
Areas of Expertise
Wealth Management
Family Business Advisory
Exit Planning
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