Obispo Wealth Management
At Obispo Wealth Management we Listen to our clients; Develop, Implement and Monitor a financial plan custom tailored to the client's unique life/financial goals and risk tolerance; recommend investment solutions without bias or prejudice; and provide objective advice and personalized service.
David S. Nilsen adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, David is able to help you establish objectives, develop an appropriate strategy and recommend financial solutions, which can help you connect all the pieces of your financial life.
We focus on listening!
1. Establish your goals and objectives.
2. Understand your risk tolerance.
3. Complete a financial inventory.
4. Asses your current situation.
5. Develop a financial plan.
6. Implement the plan.
7. Monitor the plan