Managing Partner, MBA
David Wiech is a Managing Partner and co-founder of Statera Financial located in Walpole, MA.
David provides total financial needs analysis with expertise in several areas including Advisory Services, Retirement Income & Social Security Planning, Wealth Building and Estate Strategies, Health Care & Medicare Strategies and Solutions, and Asset Protection Strategies. David spends as much time as it takes to understand the needs and wishes of his clients before making recommendations to help secure their financial future.
Prior to co-founding Statera Financial, David worked as a Financial Representative at Wellesley Financial Group and Managing Associate at Legacy Financial Group. He has also spent a number of years in entrepreneurial roles in both the information technology and retail industries. David leverages his varied experience to help Individuals, families, pre-retirees and retirees make well-educated financial decisions.
David is a State Registered Investment Advisor Representative providing investment and financial planning services across the United States as well as a licensed insurance agent, licensed in the following states: MA, NC, VA, FL.
Send me a message by filling out contact form or calling me at (774) 210-0119.Dave Wiech