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Build Wealth
Plan with Confidence
Secure Your Future
Work with David Bressoud through Portfolio Medics to develop a disciplined financial strategy built around your goals and priorities. Get clear guidance designed to help protect what you’ve built and support your future.
Build Wealth
Plan with Confidence
Secure Your Future
Work with David Bressoud through Portfolio Medics to develop a disciplined financial strategy built around your goals and priorities. Get clear guidance designed to help protect what you’ve built and support your future.
Ranked Top 1% Of RIAs By USA Today
Ranked Top 1% Of RIAs By USA Today
Helping You Solve Life’s Financial Challenges
Many individuals and families reach a stage where financial decisions become more complex. That is where experienced guidance can make a difference.
Many individuals and families reach a stage where financial decisions become more complex. That is where experienced guidance can make a difference.
Preparing for retirement?
Create a strategy designed to help your assets support your lifestyle throughout retirement.
Unsure if your investments are aligned with your goals?
Review your portfolio and develop a long-term investment strategy built around your priorities.
Thinking about the future for your family?
Develop an estate and legacy plan designed to help transfer wealth efficiently.
Concerned about unnecessary taxes?
Implement tax-aware investment strategies designed to improve overall financial efficiency.
Managing multiple financial decisions?
Simplify your finances with a plan that connects investments and retirement income.
Planning how income will work in retirement?
Design a sustainable retirement income strategy that supports your lifestyle and long-term security.
Concerned about unnecessary taxes?
Implement tax-aware investment strategies designed to improve overall financial efficiency.
Managing multiple financial decisions?
Planning how income will work in retirement?
Design a sustainable retirement income strategy that supports your lifestyle and long-term security.
A Simple 3-Step Process
for Financial Planning
Financial planning does not have to be complicated. Our process focuses on clarity and action.
Financial planning does not have to be complicated. Our process focuses on clarity and action.
STEP 01:
Discovery
Let’s understand where you are now and where you want to go.
STEP 02:
Strategy
We’ll then develop a wealth roadmap tailored to your goals.
STEP 03:
Execution
Let’s put the plan into action and adjust as needed.
STEP 01:
Discovery
Let’s understand where you are now and where you want to go.
Strategy
We’ll then develop a wealth roadmap tailored to your goals.
STEP 03:
Execution
Let’s put the plan into action and adjust as needed.
Meet David Bressoud
Meet David Bressoud
David Bressoud began his career in financial planning in 1998 and has spent more than two decades helping individuals and families organize their finances and prepare for retirement.
His approach focuses on holistic financial planning, looking at the full financial picture rather than any single investment or product.
Today David serves clients as a Financial Planner and Investment Adviser Representative with Portfolio Medics, helping individuals and couples build strategies designed to protect their wealth and support their long-term goals.
Success In Numbers
Frequently Asked Questions
Who do you typically work with?
David primarily works with individuals and couples who are approaching retirement or already retired and want a clear plan for managing and preserving their wealth.
Do I need a large portfolio to get started?
Not necessarily. The most important factor is a commitment to building a thoughtful financial plan and improving your long-term strategy.
What areas of planning do you help with?
David works with clients on investment strategy, retirement income planning, tax-aware decision making, Medicare and healthcare considerations, and estate and legacy planning.
What if I already have investments elsewhere?
Many clients come for a second opinion. Reviewing your current strategy can often reveal opportunities to improve efficiency and alignment with your goals.
Do you help with charitable or legacy planning?
That is exactly what the first consultation is for. We start with a conversation and build from there.
What happens during the first consultation?
The first conversation focuses on understanding your current financial picture, your goals, and the challenges you are trying to solve. From there, the next steps become clear.
Take the First Step
Take the First Step
A clear financial strategy can change how you approach the future. Schedule a
conversation with David to review your current situation and explore the next steps.
A clear financial strategy can change how you approach the future. Schedule a conversation with David to review your current situation and explore the next steps.
Portfolio Medics is an SEC-registered investment advisory firm.
27499 Riverview Center Blvd Bonita Springs, FL 34134
Phone: (239) 444-1766
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.
Bayfront Wealth and Insurance, LLC is a licensed insurance agency, distinct from David Bressoud’s role as an Investment Advisor Representative with Portfolio Medics, LLC. Investment advisory services are provided solely through Portfolio Medics, LLC, an SEC-registered investment advisory firm. Bayfront Wealth and Insurance, LLC and Portfolio Medics, LLC operate independently and are not affiliated.
The information presented is intended for educational purposes only and does not constitute financial, legal, or investment advice. It should not be considered as a recommendation to buy or sell any financial product. All investment strategies involve varying degrees of risk, and there is no assurance that any specific strategy will be suitable or profitable. Past performance is not indicative of future results. Consult a qualified financial professional for personalized advice before making any financial decisions.