About The Firm

THE FIRM SEEKS TO PROVIDE ITS CLIENTS WITH A HIGHLY PERSONALIZED SERVICE CAREFULLY TAILORED TO THEIR OBJECTIVES.

David Gruenstein is the sole investment professional and owner of the Firm. After serving clients as a lawyer for more over 35 years at Wachtell, Lipton, Rosen & Katz, David retired from active legal practice to start a second career where he now serves clients as their financial adviser.