We are Octagon Wealth Management, and our focus is helping our clients envision their future and accumulate, preserve, and transfer their wealth. Our team believes in comprehensive wealth management and works closely with clients and their trusted advisors to ensure all aspects of their financial situation are considered and addressed.
Working as an independent advisor allows us the freedom to choose the products and services that are right for each client without any restrictions or incentives. Much like the octagon, there's more than one side to our firm. We provide our clients with comprehensive wealth management to meet every aspect of their financial lives summarized as 8 services - Click the image below to learn more!
Working as an independent advisor allows us the freedom to choose the products and services that are right for each client without any restrictions or incentives. Much like the octagon, there's more than one side to our firm. We provide our clients with comprehensive wealth management to meet every aspect of their financial lives summarized as 8 services - Click the image below to learn more!
Services
Dave Jungquist has been a wealth management professional since 1991. He has seen the market at its best and worst and has the extensive knowledge of the investment choices available today to both weather a storm and ride a wave - whichever comes our way. We work closely with clients and their other trusted advisors to ensure all aspects of their financial situations are considered and addressed in developing their plan.
Octagon Wealth Management's name derives from eight primary services that make up our holistic approach to serving our clients. By assessing and coordinating all facets of your financial life, we're able to develop a deep understanding of your needs and goals, craft personalized strategies for you, and adjust them as your needs evolve.
Our commitment is to help you, our client, accumulate, preserve and transfer your wealth and to do it with the highest levels of integrity and professionalism. We strive to fully understand and identify your financial and investment situation so we can design and implement a plan that helps you reach your goals.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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