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## David Fisher

Senior Partner / Stock Advisor

- Expertise

Market Research and Analysis

Gain valuable insights into your target market, competitors, and customer needs.

Risk Assessment & Management

Risk management and compliance, when approached strategically, have the potential to go beyond mitigating threats and protecting a company’s operations and reputation.

Process Optimization

Streamline operations and improve efficiency to maximize productivity and reduce costs.

- About David Fisher

David Fisher brings over two decades of leadership in wealth management, inheritance planning, and cross-border asset allocation, making him one of the most trusted authorities in his field. At BrimStone Brokerage, David heads the Global Asset Management Division, where he oversees a diverse portfolio designed to protect generational wealth while creating sustainable opportunities for growth.

What distinguishes David is his unique dual capacity. In addition to his role at BrimStone, he also serves as a senior consultant and affiliated advisor with Park Avenue Securities, a highly respected U.S.-based financial services firm known for its client-first approach to investment management and insurance solutions. His work with Park Avenue Securities has sharpened his insights into regulatory environments, succession strategies, and global financial architecture—insights he brings directly into his leadership at BrimStone.

David’s expertise centers on inheritance structuring and asset allocation, where he designs tailored strategies for families, corporations, and institutions navigating the complexities of intergenerational wealth transfer. He has successfully guided clients through estate transitions, portfolio diversification, and wealth preservation across multiple jurisdictions, ensuring that assets remain both protected and strategically positioned for future growth.

Under his guidance, BrimStone’s Global Asset Management Division has expanded its footprint into new markets while integrating advanced financial technologies that enhance client outcomes. His leadership philosophy is simple yet profound: wealth is not simply to be accumulated, but to be preserved, nurtured, and passed on with intention.

By bridging the prestige of Park Avenue Securities with the forward-looking innovation of BrimStone Brokerage, David represents the best of both worlds—grounded in tradition yet agile in navigating the financial challenges of tomorrow.

CRD#6309430

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FINANCIAL

###### Investment planning

Tailored investment strategies to help clients grow their wealth.

###### Retirement planning

Comprehensive plans designed to secure a comfortable future.

###### Education planning

Guidance on saving and investing for educational expenses.
WEALTH

###### Portfolio management

Active management to optimize returns while managing risk.

###### Asset allocation

Maximize growth potential via asset diversification.

###### Risk management

Managing financial risks with insurance and other measures.
TAX

###### Tax planning

Optimize tax through services like deductions and strategies.

###### Estate planning

Effective estate planning for taxes and wealth transfer.

###### Wealth preservation

Preserve wealth for future while reducing taxes.
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