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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid M Dasari is a financial advisor registered in Texas and has been in the industry since May 2015. David M Dasari works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and corporations or other businesses. David M Dasari currently works at Westwood Wealth Management, a firm based in Dallas, TX. Westwood Wealth Management advises on financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/14/2024 - Present
Westwood Wealth Management (DALLAS TX)
Active
Inactive
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