Sunstone Financial Group
Your future. Our focus.
"At Sunstone Group, our mission is to bring clarity and direction to comprehensive financial services so families may pursue their unique aspirations."
What do we do?
We believe in a holistic and integrated approach to wealth management. It is inclusive of your life and financial goals, cash-flow, investments, risk tolerance, tax minimization, education planning, and retirement and estate planning.*
We can collaborate closely with your trusted advisors including, attorneys, CPA’s, insurance providers and banking professionals. With this comprehensive process, we are able to help our clients gain clarity in their entire financial picture.
This holistic and integrated approach allows us to collaboratively develop a path forward while providing a boutique client service experience.
*NWAM, LLC does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Who are we?
David L. Schaen
Investment Advisor Representative
With over 30 years of experience as an investment manager focusing on client portfolios, Dave brings a deep understanding and knowledge of financial markets, asset allocation, and portfolio construction.
Before starting SunStone Financial Group under NWAM, LLC, Dave was a registered Financial Advisor and Portfolio Manager with Merrill Lynch for 4 years providing comprehensive investment advice to individuals and high net worth families. Prior to that, Dave was a Partner and Portfolio Manager with Marvin & Palmer, Associates for over 25 years. In this role Dave researched, analyzed, and managed global equity portfolios for institutional investors across all industries and geographies. Dave’s career spans both equities and fixed income asset classes in domestic and international markets.
Under the NWAM, LLC umbrella, Dave and the team at SunStone Financial Group bring a holistic and integrated approach to financial planning and wealth management. Dave focuses on constructing diversified and risk-based portfolios. He is passionate about understanding each client’s unique life and financial goals and working with them to achieve their objectives.
Dave received his MBA from Widener University and his BA in Economics from the University of Delaware’s Learner School of Business.
Dave currently resides in Kennett Square, Pennsylvania with his wife Heather. In his free time, Dave enjoys spending family time together with their three daughters, traveling, reading, tennis, skiing, and cycling.