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Hi, I’m David.

Let's talk about your financial future.

David Neuwirth

Senior Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

The New 401(K) Catch-Up Contribution Changes Coming In 2026
Catherine Guerrieri

The New 401(K) Catch-Up Contribution Changes Coming In 2026

In December 2022, Congress ushered in the SECURE 2.0 Act, an ambitious piece of legislation aimed at bolstering the retirement prospects of both current and future generations of American workers. This comprehensive act introduced numerous changes, with a particular focus on the rules governing 401(k)...

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