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David V
CFP®, Series 63, Series 65
Cotopaxi, CO
Strategic Wealth Partners, LLC
David Vogt is a CFP® professional with 27 years of industry experience. He has served as the principal advisor at Strategic Wealth Partners, LLC since 2011 and has worked concurrently at The Equitable Life Assurance Society of the United States since 1998. In addition to his advisory role, he operates an outside insurance brokerage business. Strategic Wealth Partners provides financial planning and discretionary investment management to individuals, households, and select institutional clients, including trusts, foundations, pensions, and corporations. The firm employs client-specific asset allocation guidelines based on fundamental research and risk assessments and incorporates alternative real-estate-related investments in its portfolios.
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