Balanced portfolios, disciplined strategies, and decades of experience guiding retirees, families, and trustees.
Contact DavidDavid Fessler brings over 50 years of experience in investment management, financial planning, and technology-driven business analysis. He works closely with retirees, business owners, families, and trustees to grow and preserve wealth while aligning strategies with long-term goals.
David’s approach is straightforward: he invests clients’ money the same way he invests his own, balancing conservative income-oriented strategies with growth opportunities informed by decades of experience in technology, electronics, and related sectors.
He serves on the Board of Trustees of Good Shepherd Rehabilitation Network and shares insights with others navigating life-changing challenges. Read his personal story here.
Fessler Wealth Management works with retirees, business owners, families, family office managers, and trustees who have $5 million or more in investable assets and are seeking thoughtful, long-term stewardship of their wealth.
Clients value capital preservation alongside growth, clear communication, and disciplined decision-making, and they view wealth management as a relationship, not a transaction.
Our philosophy is simple: we invest your money the same way we invest our own. Portfolios are constructed with balance, discipline, and risk awareness.
About 50% of each portfolio is allocated to conservative, income-oriented investments focused on wealth preservation and stability. The remaining 50% is allocated to growth opportunities informed by David Fessler’s 50 years of experience in the computer, electronics, and technology sectors.
David’s journey includes overcoming life-changing challenges and bringing that resilience and perspective to his work with clients. You can read the full story of his experience and recovery on the Personal Story page.
David’s career spans engineering, leadership, and financial publishing, giving him a unique perspective on portfolio management and growth investing. His experience includes roles at AT&T, LTX Corporation, and 16 years as Energy & Technology Editor at The Oxford Club, where he evaluated global markets and emerging technologies.
This experience informs the Fessler Wealth Management approach: disciplined risk management combined with strategic growth allocation.
For more information or to schedule a confidential conversation, please reach out to David directly via email or phone.
Email: david@fesslerwm.com
Phone: (XXX) XXX-XXXX