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22 12 11 Dave Business 20 Edit Revised Scaled David Quaglia Westpoint Financial Group
David Quaglia
Financial Services Professional
Location
Crown Point, IN

David Quaglia

Typically, I work with high-level executives who are thriving in their careers but often lack the time, structure, or strategy to optimize their personal wealth.  I step in as their Family CFO—bringing clarity to the financial noise, personalized strategies, and the organization and accountability needed to take control of their financial life.

Most highly compensated executives I work with aren’t worried about whether they’ll be successful—they already are.

The real challenge is turning that success into long-term financial control. Because even with a strong income, questions start to surface:

  • Am I optimizing how my assets are structured?
  • What’s my tax exposure—now and in the future?
  • How do I turn what I’ve built into sustainable, flexible income?

What I’ve found is that traditional financial advice often falls short for high earners. Too many plans rely on static projections, gut instinct, or outdated assumptions.

These models weren’t built for the nuanced decisions that come with significant wealth—especially when your goals include liquidity, control, and generational impact.

That’s why I focus on integrating legacy strategies, tax-aware structures, and alternative planning tools that help executives:

  • Maintain access to capital while reducing tax drag
  • Structure wealth to work for you—not against you
  • Craft legacy strategies while you’re still living—with intention and clarity

This is about more than checking boxes. It’s about aligning your assets with your values—today and across generations.

For example, I worked with Jim, a highly compensated executive going 100 MPH in 400 different directions. As a result of our work together, he now has systems and guardrails in place that give him complete control:

  • A clear set of goals with target dates
  • Advice aligned with his values and priorities
  • A financial house in perfect order
  • Accountability—for himself and all our experts
  • The emotional payoff of knowing his gaps are closed through solid planning and action

If you want to feel more in control of your wealth—now and for the next generation—I’d be happy to show you what that looks like.

☏ 815-210-0706

✉ dquaglia@financialguide.com

www.westpointfinancial.com

 

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