Expert Wealth Guidance for the Affluent

Provide a general summary of the services you provide, highlighting key features and benefits for potential clients.

Risk Management

Because protecting your future is the first step toward securing your legacy.

As your Strategic Financial Planner, I craft personalized risk management plans that align with your lifestyle, business ventures, and family aspirations.

• Wealth Protection Plans – Shield your income and assets from life’s unpredictabilities.

• Executive Health & Critical Illness Coverage – Access elite medical care without compromising your portfolio.

• Legacy Preservation Insurance – Ensure wealth continuity for heirs, even across generations.

• Business Continuity Insurance – Safeguard key people and operations to protect shareholder value.

📌 We don’t just insure—we strategize. Every policy fits into your broader wealth blueprint

Asset Management

Let your money work with intention. Align capital with your vision.

As a licensed Mutual Fund and UITF advisor, I provide disciplined, data-informed investment strategies focused on sustainable growth and capital preservation:

• Goal-Based Portfolio Design – Retirement, succession, education, or philanthropy

• Diversified Investment Vehicles – Mutual Funds, UITFs, Dollar Accounts

• Market-Tailored Rebalancing – Active monitoring based on economic cycles

• Private Wealth Insights – Backed by deep analysis and institutional-grade tools

📊 I serve not just as a fund selector—but as a long-term strategist who ensures your portfolio reflects your values, timeline, and aspirations.

Because empowered employees build stronger organizations.

Through corporate workshops and speaker engagements, I help organizations elevate their teams with practical, relevant, and values-based financial knowledge:

• Employee Wellness Talks – Budgeting, debt freedom, insurance literacy

• Manager Training Tracks – Investment basics, risk planning, money psychology

• Customized Programs – Tailored to your team’s demographics and objectives

• Data-Driven Impact Reports – Measure behavioral change and engagement

🏢 Partner with someone trusted by over 50+ organizations nationwide to drive financial confidence at every level of your workforce.

Financial Literacy Program

Frequently Asked Questions

What is David Angway's expertise?

David Angway specializes in wealth, legacy, and money psychology, combining financial expertise with cultural insights for elite audiences.

How can I contact David?

You can reach out via our contact page, where you can also book exclusive consultations tailored for high-net-worth individuals.

What services does David offer?

David offers consulting, speaking engagements, and workshops focused on wealth management, legacy planning, and money psychology for sophisticated clients.

Are testimonials available on the site?

Yes, we feature testimonials from respected figures to enhance credibility and showcase David's expertise.

Is booking exclusive or open?

Booking is exclusive and invitation-only, ensuring a tailored experience for sophisticated, high-net-worth individuals.

What type of clients you are serving?

David Angway serves discerning, affluent professionals seeking to safeguard and grow their legacy, elevate their influence, and ensure a seamless transfer of wealth across generations—while strategically preventing inheritance disputes that could threaten family harmony and reputation.

David Angway's insights transformed my understanding of wealth and legacy. Truly a trusted authority in finance.

John Smith

The combination of financial expertise and cultural insights is unparalleled. Highly recommend David Angway's services.

Emily Chen

★★★★★

★★★★★