LIFE WELL PLANNED
David James Financial Group was founded to assist a select group of successful individuals, families and businesses who aspire to preserve, build and pass on their wealth. We do this via a proactive process built on honesty and transparency. We call it the D3M Investment Process, which stands for Discovery, Design, Deploy and Monitor. This process provides the tools to assist our clients in a Life Well Planned.
Have meaningful relationships with a select group of clients who aspire to preserve, build and pass on their wealth. To have a meaningful relationship, it is vital that we have the mission of being radically honest and radically transparent.
David James Financial Group
Phone (608)426.6660 Fax (608)426.6663
Address: 1129 17th Ave., Suite B
Monroe, WI 53566