David Wealth Management Group, LLC

David Wealth Management Group, LLC We are a full service wealth management firm located in Lexington, South Carolina. Securities offered through LPL Financial, member FINRA/SIPC.

www.finra.org www.sipc.org Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. David Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial pro

fessionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/30/2026

What if you're saving as much as possible for retirement, but still feel behind? Here are some points to consider.

08/23/2026

In certain circumstances, you can take money from your IRA.

08/17/2026

What are the consequences of taking money out of your 401(k) while you're still working?

08/09/2026

Your retirement plan might allow pre-tax, Roth, and after-tax non-Roth contributions. Which should you choose?

08/03/2026

After a divorce, it's important to take a fresh look at your finances.

07/27/2026

Three factors women should consider when planning for retirement.

Need a little direction? Give us a call at
07/19/2026

Need a little direction? Give us a call at

Here are some suggestions to get started planning for retirement.

07/12/2026

Consider these strategies to close a retirement income gap.

07/05/2026

Juggling both retirement and college saving is a challenge. Consider these tips.

06/28/2026

Annuities can be a good long-term investment vehicle, but they're not right for everyone. The issuer, the owner, the annuitant, and the beneficiary are the four parties to an annuity contract (the owner and the annuitant are often the same person). Contributions grow tax deferred until you receive d...

Address

801 N. Lake Drive, Ste 200
Lexington, SC
29072

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Website

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