Wealth Management Advisor
About
David
David Grossman is a seasoned financial advisor with over 30 years of experience, currently serving clients at Apollon Wealth Management, LLC. David’s career path was inspired by his early interest in the stock market and a pragmatic decision to avoid the high costs of law school. Throughout his career, he has helped countless families and business owners meet their financial goals with tailored, out-of-the-box solutions.
David thrives on the opportunity to assist clients in navigating unique financial challenges, from college funding to charitable giving and tax-efficient strategies. He takes pride in his broad knowledge across various industries, which enables him to deliver comprehensive guidance. As a devoted husband and father of three, David values quiet weekends and family time. Looking ahead, he is considering the possibility of working remotely part-time from a country like Italy once his youngest child leaves for college.
About
Apollon Wealth Management
Apollon Wealth Management is a fee-based advisory firm dedicated to providing personalized wealth management solutions for affluent individuals, families, and business owners. Their approach emphasizes open and honest communication to understand clients' financial situations, aspirations, and concerns, enabling the development of tailored strategies that align with each client's unique goals. By adhering to a fiduciary standard, Apollon Wealth Management ensures that clients' interests are always prioritized, fostering trust and transparency throughout the financial planning process.
Location
Miami, FL
Expertise
Tax-Efficient Investment Strategies, Private Equity, Hedge Funds, and Real Estate
Interests
Family Time, Travel
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