Nelly is the REAL DEAL! I gave her my vision and she executed with excellence! She exceeded my expectations. I would highly recommend her for your most creative and innovative ideas.
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- axis Designz
axis Designz was a pleasure to work with. Was able to fully grasp concept and deliver a quality design in a timely manner.
How DWitter started their book cover journey
Who are you known as?
Financial Harvest Wealth Advisors
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
For over 12 years, David has been helping successful business professionals preserve their wealth, independence and autonomy in rapidly changing environments so that they can focus on what is most important to them. Clients tend to be family stewards, who are successful in business while placing high regard on their families. Typical ages: 45 - 75 with net worth of $2mil+
What inspires you and how do you envision the design for your business?
I just completed a book titled "Uncommon Success - How Family Stewards Produce Intentional Wealth."
I interviewed 44 successful professionals in our community who also place high regard on and were successful with their family relationships. From those interviews, I wrote the book on the top concerns, best practices, regrets, strategies and success stories of those family stewards as well as discussed how our wealth management consultative process helps family stewards to further their success with families and money.
Here are the chapters of the book:
1 – introduction – personal story
2 – couples and money
3 – raising children
4 – educating children
5 – aging parents
6 – career and family
7 – health and longevity
8 – spirituality and giving
9 – leaving a legacy
10 – conclusion