David Pickett

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development
• Asset protection
• Wealth management

About

David Pickett is a financial consultant based in Seattle, Washington, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. David employs an in-depth discovery process to understand his clients' specific situations and time horizons. His practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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