Underhill David S is a Berkley-based legal and financial advisory practice that uniquely integrates estate planning, investment management, and insurance services under one roof. Led by David S. Underhill, who serves as both an Attorney at Law and an Investment Advisor Representative, the firm stands out for its holistic approach to helping clients secure their financial futures and protect their legacies.
The practice emphasizes personalized, understandable strategies tailored to individual retirement needs and wealth transfer goals. With a focus on efficiency and clarity, David S. Underhill leverages his multidisciplinary expertise to help clients accumulate, utilize, and transfer wealth effectively, ensuring each plan is both comprehensive and accessible.
Services Offered
- Estate Planning
- Tax Planning
- Investment Planning
- Insurance Planning
- Financial Planning
- Retirement Planning
- Wealth Transfer Strategies
- Legal Services
- Investment Advisory Services
- Insurance Products and Services
Based in Berkley, Michigan, the firm serves clients throughout the state, offering integrated solutions through its affiliated entities: Underhill Investments LLC, Underhill Wealth Management, and David S. Underhill, Attorney at Law.
