Tend Wealth

Tend Wealth, led by David Nash, is a financial advisory firm dedicated to helping high-earning individuals and families achieve financial security and success. Drawing on his wide range of industry experience, including an MBA from UCLA's Anderson School of Management, roles as an investment banker at Barclays, and as a Regional Director at Dimensional Fund Advisors, David has built a reputation for providing tailored advice that aligns with the unique needs of tech professionals, executives, and high-net-worth clients.

David's approach is deeply personalized, understanding that each client has distinct goals, values, and circumstances. He focuses on areas particularly beneficial for high-earning employees, such as tax optimization, equity compensation planning, and advanced estate planning. His expertise in these areas helps clients navigate complex financial situations, ensuring that their wealth is managed efficiently and in a way that aligns with their long-term aspirations.

David is also known for his commitment to transparency and education, empowering clients with the knowledge they need to make informed decisions. Whether it’s developing sophisticated investment strategies or securing your loved ones' futures, Tend Wealth is dedicated to providing a holistic approach that supports every aspect of their clients' financial lives.

This dedication to excellence is reflected in the strong relationships David builds with his clients, offering ongoing support and guidance as their financial needs evolve over time.