David Stevenson

Value Statement

I work with investors and their families to achieve their financial goals by creating and implementing comprehensive wealth management strategies.

What is Important to you?

Understanding your current financial situation along with long term investment objectives, risk tolerance, time horizon, and tax implications are important keys in developing smart time tested strategies to help you achieve your financial goals.

Oakwood Capital

At Oakwood Capital I team with RBC Correspondent Services to provide timely and creative solutions to investment goals using asset allocation with proven Independent Asset Managers and Top Ranked Morningstar mutual funds to provide an investment solution tailored to your specific goals and needs.

Qualifications

I have a college education at the University 0f Minnesota and 41 years of experience as a Financial Consultant. Over the past 41 years I have experienced interest rates at 15% and 1%, flash crashes, long term up markets and punishing down markets.  These experiences give me a healthily respect for risk management and benefits of long term investing.

Timely, On Going Service

Markets and personal needs change over time so quarterly monitoring of performance and allocations is paramount to achieving long term goals.

This is the step that helps me ensure your financial objectives are being met – and make adjustments as necessary to keep your wealth management plan on track