Our Strategy

Comprehensive Financial Planning and Asset Management Services

When it comes to asset management, no individual or business wants to feel forced into a cookie cutter investment strategy. Dave Pimper believes that clients want to work with a professional who will take the time to understand their specific financial situation, their goals, and where they want to be in five, ten, or even twenty years down the road.

As an independent financial advisor, Dave always puts the client first, focusing on their individual needs. Because he is not captive to a specific financial institution and doesn’t have any quotas to meet or proprietary products, he can offer unbiased advice and make objective recommendations specific to the client’s needs. Supported by broker-dealer Calton & Associates, Inc., Dave has access to a wide range of investment and financial planning tools and products.

Dave believes financial opportunities should fit individuals and businesses, not the other way around. He is dedicated to developing well-rounded financial strategies that may help clients solve their financial problems. In first meeting with new clients, he takes the time to learn about their current financial situation and goals for the future. Full disclosure and asking questions are both important elements in these meetings, as well. He strives to match the client’s risk tolerance, time horizon, and specific financial goals with similar conservative investment strategies.

By understanding their objectives and risk tolerance, he can determine appropriate investments and well-allocated portfolios that balance risk and reward. Dave’s ability to simplify a very complicated subject and explain it enables his clients to appreciate and understand the benefits of their specific investment plan.