Friday Wealth
David M Freitag
Wealth Management Advisor|CLU®, ChFC®, CFP®, RICP®
We Plan, You Live!
Why Friday Wealth?
The essence of Friday -
anticipation, joy, celebration, and accomplishment -
embodies the spirit of what we aim to bring to your wealth management experience.
Friday Wealth is a national wealth management firm, based in Colorado. We serve 250 high net worth families and professionals nationwide, specializing in advisory, risk, tax strategy, and integrative planning services.
Our Mission
We are committed to empowering our clients to live life to the fullest while achieving their financial aspirations.
Our mission is to be your steadfast partner in wealth management and financial planning. We honor the balance between working hard and playing hard, ensuring that your financial journey is rich with opportunities for both growth and enjoyment. With our slogan, "We plan, you live!" we emphasize the importance of living in the moment while securing your future.
Who We Serve
We serve individuals and families with complex financial planning needs including investments, risk, and tax strategies. Many of our clients are:
In the retirement red zone, entrepreneurs & business owners, public & private executives, veterans, or professional athletes.
Our Values
Guided by our core values of honesty, integrity, trust, transparency, excellence, legacy, and enjoyment of life, we strive to deliver customized financial solutions that adapt to your evolving life circumstances.
The Spirit of Friday
We aim bring a sense of anticipation, enjoyment, and accomplishment throughout all stages of the financial planning process.
Transparency & Trust
We act with honesty, integrity, and always in your best interest.
Excellence
With our results-drive approach, our commitment to your financial well-being is our top priority.
Relationships
Our strong focus on authentic connections with clients helps to inform our customized, goal-based planning methods.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees and advisors including Friday Wealth, have donated more than $20 million dollars to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
