David Sandefer

My Mission

I am a Financial Advisor that specializes working with physicians, business owners and high net worth individuals providing tax efficient strategies for accumulating wealth and innovative business solutions. My practice is designed around a comprehensive planning approach.

As an Advisor, I have a fiduciary responsibility. In all situations to make recommendations which I would do for myself and my family if faced with a similar situation. First, I will listen, and we will develop a comprehensive plan by matching tax efficient and appropriate solutions to each and every goal. I will provide a honest reflection and will build a relationship with you based on trust and integrity, always striving to provide you with the same level of service that I would expect for myself.

I live in the fast growing north Fort Worth area. For additional information, please email at david.sandefer@nm.com or through this website (www.davidsandefer.com)