David T. Polhill, President of Wealth Investment Strategies, Inc.

A lifelong resident of Florida, David received his certification as a CPA in 1978. Since 1986, he has owned a successful CPA practice in Melbourne, Florida. For the past 25 years he has offered extensive tax, financial, and investment advice to businesses and individuals. His clients range from sole proprietorships and retirees to top executives of Fortune 500 companies.

During the course of his professional career, he has seen many abuses directed at unsuspecting investors. Because of this, he felt compelled to help others avoid these problems. By offering sound, conservative advice in an independent environment, he feels he can accomplish this. Investors can have peace of mind knowing someone is watching out for their interests and helping them attain their financial goals.



    

We're an independent investment advisory firm offering fee-based portfolio management services.  By being independent, we don't have to serve up the stock du jour just to fulfill some organization's self-serving interest.  We don't have analysts providing misleading information just to win mega-million dollar investment banking deals.  Free of all shackles to any employer, we can provide objective advice that you can trust, without any fancy jargon.

We aren't compensated by commissions, which we believe can lead to abusive practices.  We receive a small percentage of the total assets under management as our fee.  This arrangement puts us on the investor's side.  Our compensation grows or shrinks based upon the portfolio's performance.  It's a win-win situation for all parties.

Currently, we only offer our services to Florida residents. However, if you're a resident of another state and happen to be interested in our services, contact us and we'll look into becoming licensed in that state.