No one wants to outlive their money—and it’s David DeWind’s mission to help ensure they don’t. Drawing on deep expertise in pre- and post-retirement planning, asset management, and estate strategies, David crafts thoughtful, tailored plans designed to sustain his clients’ lifestyles and protect their legacies for years to come. His well-earned credentials equip him to navigate the complexities of retirement planning with precision and care, so his clients can feel secure and confident in their financial futures.

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David’s approach is rooted in what matters most: family. As a devoted husband to Tammy and a proud father of two sons—both soon to be married—David understands firsthand the importance of planning wisely to protect the people we cherish. Just as he prioritizes his own family’s future, he is committed to helping his clients safeguard theirs. He knows that behind every portfolio is a family, and behind every financial goal is a dream worth protecting.

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Clients appreciate David’s steadfast guidance and genuine investment in their well-being. Over the years, he has built lasting relationships grounded in trust, empathy, and a shared vision for the future. Together, David and his clients develop clear, strategic roadmaps, ensuring each step is aligned with their long-term goals.

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Beyond his work, David serves on the board of the Rochester Area Business Ethics Foundation and is the past president of the Fairport Baseball Booster Club, reflecting his dedication to integrity and community. At home in Fairport, he and Tammy are navigating the new chapter of being “empty nesters,” excited to watch their sons begin families of their own.

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For David, it all comes down to this: investing in clients who, in turn, invest their trust in him—because planning for the future is, at its heart, a promise to family.