David Altman

Background

About David Altman

Each of the clients I work with has a unique story, but I’ve noticed that most are concerned about what I’ve labeled MultiGenerational Wealth. MultiGenerational Wealth is creating a lifestyle for yourself, yet consciously growing your resources to leave behind a legacy. When we are young in the workforce, it is important to develop strong habits of investing for the years of retirement. I provide guidance and coaching for those who are seeking to build early. As we age and experience all the twists that life brings, we need to continue to audit our spending and investing levels. I can help you evaluate your progress and make adjustments toward approaching your goals. At some point in life, many of us acquire an interest in our ability to impact others while we are around and even after we have passed. The more self-reliance we are able to develop and the earlier in life that we may be able to attain it, the more of an impact we may be able to create. Stifel has the resources to help build a very well rounded portfolio along the chronology of the wealth timeline. Services offered through Stifel: Stocks/Bonds/Mutual Funds/CDs/Annuities/Life Insurance/Long-Term Care Insurance/Separately Managed Investment Accounts/Investment Accounts/IRAs/SEPs/SIMPLEs/ 401(k) Accounts/403(b) Plans Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: