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DETAILS

Vision is not seeing things as they are...but as they will be

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General Info
Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together.
Business History
As a Wealth Management Advisor and Estate and Business Planning Specialist with the Northwestern Mutual Wealth Management Company, Jerry David specializes in wealth accumulation strategies, comprehensive retirement planning and estate planning to help people optimize the accumulation, protection, distribution and succession of their personal and business related wealth..
Hours
Regular Hours
Mon - Fri:
Social Links
Categories
Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service
Services/Products
  • Investment Advisory Services, Wealth Management Advisory Services, Portfolio Account Services, Trust Services, Values-Based Planning, Fee-Based Financial Planning, Retirement Planning, Estate Planning, Business Succession Planning
  • Annuities
  • Investments
  • Individual Retirement Accounts
Neighborhoods
Juneau Town, Downtown Milwaukee
Associations
Professional Organizations: National Association of Estate Planners & Councils(AEP®), Association of Certified Financial Planners™ (CFP®), Million Dollar Round Table-Top of the Table Personal Memberships and Associations: •Ferrari Club of America-Central States Region •Porsche Club of Milwaukee •Badger Bimmers BMW Club •Sports Car Club of America (SCCA)
Data provided by one or more of the following: DexYP, Data Axle, Yext.