Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Awards & recognition

  • Lifescape Wealth, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Lifescape Wealth, Ameriprise Client Experience Award, 2021 - 2022
  • David S Meyer, Forbes Best-in-State Wealth Advisors, 2021 - 2024

Community participation

Lifescape Wealth Advisor David Meyer (left) participated in 23rd Annual Golf for Research Outing.
Lifescape Wealth Advisor David Meyer (left) participated in 23rd Annual Golf for Research Outing.
  • Hannah Center
  • United Way Nutrition on Weekends
  • Children's Miracle Network
  • Marshfield Area Chamber of Commerce & Industry
  • Chestnut Center Arts Programs
  • Comedy Against Cancer - Marshfield Clinic