3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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David Allen

60 Walnut St Ste 101

Wellesley, MA

2481

Phone:

Email:

(781) 772-2450 ext 223

With more than 24 years of experience, David knows what questions to ask and can uncover financial options that people aren’t aware of. It’s not about telling people what to do, but about helping them to understand what could be done and how they can reach their goals.

Once a financial strategy has been set, clients are encouraged to meet every six months to evaluate and update their financial strategy. It’s like going to the dentist or the doctor, David says. The more you know, the better you can make decisions. He doesn’t want clients to be blindsided or to miss out on opportunities. People need to make adjustments based on changes in the industry and economy as well in their life situations.

 

David has assembled a top-notch team of skilled, experienced advisors who share his commitment to providing high quality personalized service. With a wide variety of backgrounds, they can offer a full array of insights. David and his team are available days and evenings to accommodate their clients’ schedules and will meet in person, by phone or via web conferencing based on their clients’ preferences and needs. Balance Wealth is structured to provide clients with easy, 24-hour access to their strategy and financial outlook.

 

David, a financial advisor since 1993, holds the Chartered Retirement Planning Counselor (2007) and Certified in Long Term Care designations (2010). He earned a B.S. in Business Administration from the University of Vermont (1991).

 

David lives in Newton, MA, and is the proud parent of two girls, Megan and Nicole. He is a volunteer and fundraiser with Family Promise MetroWest with a goal of ensuring that no one feels without hope. He was a member of the Natick Visiting Nurse Association Board of Directors and worked with Habitat for Humanity MetroWest/Greater Worcester.