David Joseph Klein, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

A Message from Dave Klein

Our mission is to help you achieve clarity, confidence, and peace of mind for your financial future. 

We begin by listening to your values and understanding your vision in order to thoughtfully evaluate the optimal financial solutions for your family.  By taking time to connect, educate, and partner with you, we create a holistic plan designed to help you maximize wealth while appropriately managing risk.

Our desire is to build lasting relationships with your family to provide guidance through all of life’s changes and for generations to come.   Our approach is authentic and collaborative, helping you to gain new insights, develop innovative strategies, and build financial security.

We are committed to helping you achieve your goals and are excited to partner with you throughout your financial journey!


How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.