About Us
What We Do
A Partner On Your Life Journey.
We provide more than financial advice—we offer a trusted partnership through life’s complexities. Whether navigating change, celebrating success, or preparing for what’s ahead, we remain actively engaged and aligned with your goals. Our approach is rooted in deep relationships, shared perspective, and an unwavering commitment to supporting you every step of the way.
About UsA Team That Understands You
Great advice starts with great listening. We take the time to understand not just your financial goals, but the values and motivations behind them. This deeper perspective allows us to build meaningful partnerships and deliver personalized strategies designed to support your long-term success with clarity and purpose.
David Shnitzer, CFP®, CRPC™, APMA®, BFA™
managing partner - WEALTH ADVISOR
David Shnitzer began his career in the financial services industry over 20 years ago as a financial advisor with American Express Financial Advisors. In 2005, the financial advisor division of American Express was spun off as Ameriprise Financial. David became a Branch Manager in Westborough, MA in 2010. In 2015, he was asked to lead the Boston Complex and took on the role of Complex Director in Boston.
In 2022, David decided to devote all his time to working with his clients and stepped down from his leadership role with Ameriprise Financial. In 2024, David left Ameriprise Financial to launch Care Private Wealth, a supported independent team practice within Lincoln Investment. David is a Certified Financial Planner (CFP) specializing in financial planning for ultra-high-net-worth families.
David lives in Sudbury, MA. He is married to Shoshana and has three wonderful daughters, Ayla, Eliana, and Zara. The family loves to travel together, creating everlasting memories from once-in-a-lifetime experiences. David enjoys coaching youth soccer and basketball for his daughters' teams. He is also a co-founder of ONETrack International, a recognized 501(c)(3) organization that promotes a transition-to-home approach to addressing the global orphan crisis.