David Mayes serves as the President and Chief Investment Officer at Three Bearings Fiduciary Advisors, where he leverages his extensive expertise in comprehensive financial planning and investment management to guide individuals, families, non-profits, and municipalities in New Hampshire toward achieving their financial goals. With a...
David Mayes serves as the President and Chief Investment Officer at Three Bearings Fiduciary Advisors, where he leverages his extensive expertise in comprehensive financial planning and investment management to guide individuals, families, non-profits, and municipalities in New Hampshire toward achieving their financial goals. With a strong focus on fiduciary responsibility, David ensures that every client receives tailored wealth management solutions that align with their unique needs and aspirations.
Under David's leadership, Three Bearings has embarked on several key projects aimed at enhancing client engagement and optimizing investment strategies. One notable initiative involves the development of a robust financial planning framework that integrates income tax planning, estate planning, and risk management, providing clients with a holistic view of their financial landscape. This approach not only helps clients navigate complex financial decisions but also empowers them to make informed choices regarding their investments and employee benefits.
David's proficiency in asset management and portfolio management is complemented by his deep understanding of insurance and mutual funds, allowing him to craft diversified investment portfolios that mitigate risk while maximizing returns. His commitment to ongoing education and staying abreast of industry trends ensures that Three Bearings remains at the forefront of financial advisory services. By fostering a culture of transparency and trust, David Mayes continues to build lasting relationships with clients, guiding them through the intricacies of financial planning and investment advisory with confidence and expertise.
