Scott Frank, CAIA™, CPWA®
Scott works with women, athletes, and individuals approaching or living in retirement who are navigating major financial transitions such as retirement, divorce, widowhood, or financial independence. Most of his clients come to him during a period of change — when something has shifted, or is about to — and their financial life no longer feels clear, coordinated, or cohesive. Prior to this, he spent 15 years inside a multi-family office managing the full financial lives of high-net-worth families, along with time as a hedge fund analyst evaluating investments and risk across market cycles. That background shaped how he thinks about risk, markets, and long-term capital — but more importantly, it revealed where traditional financial approaches often fall short. His work today reflects a different philosophy: real financial confidence doesn’t come from picking investments. It comes from having a system where investments, taxes, income, and estate planning work together — and are built to support how someone actually lives.
David T. DeWitt, CFP®, CSRIC®
David is a seasoned asset manager and financial planner whose career began in the early 1980s. His extensive experience spans critical facets of finance and financial planning, including equity research, portfolio management, Master Limited Partnerships (MLPs), and deep work across the energy-infrastructure and midstream sectors. He is the author of Master Limited Partnerships: Your Guide to the Income-Producing MLP Investments That Are Building America’s Energy Infrastructure, a definitive resource on the role of MLPs in powering the nation’s energy network. David is a Certified Financial Planner™ (CFP®) and a Chartered SRI Counselor (CSRIC®).
Doreen Gallagher
Doreen has over 30 years of experience in the brokerage and investment advisory industry. She is responsible for all office and administrative duties associated with client account maintenance and service.
David H. DeWitt, CFP®
Dave Jr., a Certified Financial Planner™ (CFP®), is driven by a profound passion for helping people. His focus is on organizing their financial lives and maximizing their potential. Dave's specialization in serving adults with ADHD, combined with his personal experience with the condition, enables him to provide the understanding and support necessary for forging successful financial outcomes.
Professional Credentials
No pressure. No judgement. No product pitch. Just clarity.