The advisor behind the work
Dave leads client relationships and the planning process at Perrotto Private Wealth. He works with families, owners, executives, and retirees who want coordination, clarity, and a plan that actually gets implemented. The work centers on simplifying complexity, aligning decisions across accounts and professionals, and reducing friction around cash flow, taxes, and long horizon planning. The firm serves clients nationwide and select US citizens abroad.
Perrotto Private Wealth is family owned, 100% owned by Dave, and not private equity backed. Dave’s spouse, Christina, leads client services and helps ensure a consistent, high touch experience from onboarding through ongoing stewardship. Clients work with a small, stable team that stays close to the details and follows through.
Piper, their mini aussie supports morale and occasionally participates as our unofficial rollover specialist.
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Outside the office, Dave and Christina spend most of their time with their daughter, Michaela, and dog, Piper.
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Dave is a tech and systems nerd and likes building tools that make planning more efficient.
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Weekends are usually family time, cooking, and anything that gets everyone outside.
Team
Dave - Founder
Christina - Client Services
Piper - Rollover Specialist
(Unofficial, but enthusiastic)