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Dave Wasson![]() 27+ years in the financial services industry with a focus on retirement planning. Extensive background in business and estate planning with expertise in planning income tax free or tax advantaged retirement income. Specializing in creating wealth through a diversified and disciplined choice of the appropriate investments. If preserving wealth is your goal then our focus will shift to products guaranteed* to preserve your principal and your income, again based on your unique goals. *Guaranteed based on the claims paying ability of the issuer. Certain fees and limitations may apply. May not be suitable for all investors. Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Dave is a member of the Ed Slott Master Elite Advisor Group - a small group of advisors personally trained by the nationally recognized top expert in IRA distribution planning. Building wealth is our business. We provide customized wealth management solutions to help you develop and implement an intelligent long-term investment strategy, customized to your unique goals, resources and tolerance for risk.
Wasson Investment Services 100 Professional Center Drive, Suite 107 Rohnert Park, CA 94928Phone 707.206.9643 or 888.367.3765 | Fax 270.569.8411Email This e-mail address is being protected from spambots. You need JavaScript enabled to view it |







