Retirement Planning Consultant

Passionate about helping people, David was drawn to the industry because he could help clients reach their retirement income goals. With over a decade of experience, David helps guide clients toward their retirement dreams by developing customized financial plans to provide sufficient income to cover their living expenses and fund their dreams for the rest of their lives, no matter what the markets do. While many financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals also focus on converting your savings into a long-term sustainable income (and protecting your money from market downturns) so that you can spend with added confidence when you retire. David focuses on helping retirees and those approaching retirement financially prepare for the golden days of their lives. It’s his goal to help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.




Long Term Care


58 Branch Turnpike

Concord NH 03301

Investment advisor representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person.

No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.  

Licensed in these states NH, MA, ME, CT, MI, TX, FL, SC, NC, OH, WV, and AL.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium may be charged.

Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not:  

Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value, Are Not Deposits, Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity 

Form CRS >

Privacy Notice >

Form 2A >