The smartest move I ever made financially was signing on with David Gorveatte. The deep financial knowledge that he brings is is only one small part of the benefits he offers his clients. For David, "know your client" is much more than a regulatory requirement. He genuinely cares about his clients' concerns and goes out of his way to find solutions. The advice he has given me has helped me manage my financial affairs far more efficiently and placed me in a much better situation than I had ever expected as I approach retirement. That's the business side of things, but what I value equally highly is the personal interest David has shown in helping with family goals, which has helped me in numerous ways over the years. I regard him not just as a financial advisor, but someone I am proud to call a friend. I cannot recommend him highly enough.