DRW Financial: focused on family, community, and legacy
We approach financial planning and investment management with a focus on three tiers of importance in a client's life:
- Family includes those people most dear to a client, and those most directly impacted by the financial plan
- Community involves extended family, a circle of friends and acquaintances, and institutions that matter to the client
- Legacy planning is a consideration for the ultimate impact of a client's financial life, including estate planning and charitable giving
David R Wattenbarger, CFP®- President and Founder
I began my work in finance in 2000. After a brief stint with a large financial services firm, I made the move to an independent firm and never looked back. My experience and perspectives are formed both by working "behind the scenes" in support of other financial advisers and in dealing directly with individuals and their families.
My approach to financial management - and that of DRW Financial - is based on a robust consideration of a client's current condition and goals for the future.
I believe that true wealth does not begin or end with dollars and cents.
My approach to financial management - and that of DRW Financial - is based on a robust consideration of a client's current condition and goals for the future.
I believe that true wealth does not begin or end with dollars and cents.
