Dave Wiech

Managing Partner

I provide total financial needs analysis with expertise in:
• Advisory services & Asset Management
• Retirement Income Planning
• Wealth Building and Estate strategies
• Health Care & Medicare strategies and solutions
• College Planning strategies

Prior to starting Statera Financial, I worked as a Financial Representative at Wellesley Financial Group and Managing Associate at Legacy Financial Group. I have also spent a number of years in entrepreneurial roles in both the information technology and retail industries. I will leverage my varied experience to help individuals, families, and small business owners make well-educated financial decisions.

I am licensed to sell insurance in: MA, CT, NC, VA, FL, AZ and securities in: MA, AZ, VA. 

Send me a message by filling out contact form or calling me at (774) 210-0119.

Dave Wiech

Phone (774) 210-0119