Who I Serve

Who I serve Graphic, David Holperin, Stifel, Rhinelander, Wisconsin, Financial Advisor, Financial Services, Wealth ManagementMy clients consist largely of individuals and families that have been associated with family-run businesses, professional services, and local industries.  This has been the result of targeted regional marketing followed by many referrals from that base.  Many of our clients have indicated that they appreciate my approach to investing, continually finding my approach to be honest and forthcoming, and understanding that I have a shared stake in their long-term goals. 

Perhaps the most important element is that my clients understand my passion for investing and the ongoing effort spent in unearthing attractive long-term opportunities, all the while including my clients as part of the process.

My team will work with any future client who shares a commitment to establishing clear goals, participates in drafting a plan, and then places their trust in our process.  My general focus is on those with a starting net worth of $1 to $5 million, but I am open to accepting referrals from our long-term clients where the starting amounts might be less.