We're pleased to announce that today's Flagship Financial Partners is a well-thought-out collaboration of talent we believe offers greater benefits to our clients. Having joined "forces” with the Gasper Group and expanding our national presence, Flagship Financial Partners has never been better positioned to serve our clients with complementary experience, skills, and knowledge. We're passionate about what we can help you accomplish.
Our team is intentionally diverse—across professional background, gender, generations and locations. Each of us brings different, yet valuable insight to our relationships. Yet we are all united when it comes to sharing core values that guide us every day on your behalf—passion, integrity, collaboration and independence.
As a Private Wealth Management team with greater access to extensive institutional and private wealth resources across the globe, we believe we can provide you every opportunity to achieve your goals. Whether you're an individual investor, multigenerational family, corporate or foundation client, let's navigate the way forward together and pursue today's dreams or tomorrow’s retirement with confidence.
Our pledge to your family
What can you expect as we work together over time? As a multigenerational team ourselves, with deep family values, and access to the premier resources of Private Wealth Management we’ll do all we can to educate and protect your most cherished assets—your family and your legacy.
That means using our unique skillsets and background to help us deliver on our own definition of true wealth management. We’ll always apply our best thinking to manage volatility, reduce unnecessary risk and earn your confidence in our relationship and our recommendations. As lifetime learners, we go the extra mile to make sure our advice and resources support your priorities.
Finally, more than anything we do, it’s our service commitment to you— beyond your financial needs—that makes all the difference. We’ve created a family office-like environment where you will always come first.
Manage change. Uncover opportunities.
Life-changing events may not always be within your control, but with understanding and planning, we can help you manage them to your best advantage.
We understand the dynamics of family relationships and their impact on financial decision-making. That’s why our advice and solutions are based on much more than investments—but on people, what matters most to them today and how we can work together to help them take care of those they love.
We have extensive investment banking experience working with owners, potential buyers and their families from the initial stages of planning through liquidity management. If needed, we can also provide you additional UBS expertise in private equity, M&A advisory services, risk management and estate planning.
As advocates and educators, we’ll help empower you with the tools and planning skills to help you confidently make the right choices for your future. From health care to insurance planning to retirement and estate planning, our team has the expertise to guide you toward the next phase of your life.
Read more about our team and our approach
David Gasper has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018