An opportunity to stop kicking the can down the road and take control of your finances. Meet with David who will guide you through the financial planning process to give you a full picture of your current finances and a path towards your future goals. We concentrate on what concerns you most and how to address it.

This offer includes a financial session for your kids to make them aware of the power of money and some tools to take into adulthood.

About David Wharram

Born and raised in the UK, David Wharram is a seasoned personal financial consultant with a global perspective. Having lived in Germany, South Africa, New York City, and now residing in Santa Fe, New Mexico, David brings a wealth of experience and a well-rounded approach to his practice. His diverse background across multiple industries allows him to offer unique insights tailored to each client's needs.

David specializes in strategic investment advice, retirement preparation, and life insurance options, as well as servicing retirement benefit plans for small to medium-sized businesses.

No matter where you are in your financial journey, David is committed to helping you solve your financial challenges and build the future you deserve.

As a financial advisor, held to the fiduciary standard, David works solely in his clients' best interests, ensuring that his advice and actions are aligned with your goals. His priority is to offer clear, trustworthy guidance, empowering you to make informed decisions with confidence.

David also, provides financial clarity and support during life transitions.