J. David Principe

About J.

We are professionals, helping busy professionals manage their personal assets with sage direction. For corporate executives/owners – we have direct, hands-on experience helping you make best use of your company stock options and similar compensation packages in concert with your personal goals. For each client – we combine financial life planning with money management, building a plan toward achieving their goals based on deep analysis of unique opportunities, challenges and related circumstances.

Areas of focus

Credentials & background

The firm