Octagon Wealth Management

Specialties

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 including:

Financial Planning

Investment Advisory Services

Retirement Income Planning

Capital Preservation

Insurance (Life, Disability, & Long-​Term Care)

Estate Planning

Charitable Giving

Business Succession Planning

We’re always ready and available to guide and support our clients throughout life’s transitions managing your investments and financial affairs as a trusted partner.

Meet the Business Owner

David J.

Business Owner

David Jungquist has been a wealth management professional since 1991. A Chartered Financial Consultant (ChFC) and Principal of Octagon Wealth Management, LLC, Dave specializes in providing comprehensive wealth management services, which include asset management, retirement income planning, risk management, estate preservation, and the various aspects of business planning.

In his work with clients, Dave focuses on helping them envision their future and accumulate, preserve and transfer their wealth. He provides the necessary guidance and advice to help them achieve their goals. Philosophically, he believes in comprehensive wealth management, and works closely with his clients and their trusted advisors to ensure that all aspects of their financial situations are considered and addressed. Adherence to this unique process is one of the reasons that Dave’s client retention rate has exceeded 98.3% for the ten-​year period ending 12/​31/​2014.