Key Wealth Management
After a one-year hiatus, David Rutledge has made a solid comeback to WP’s Top 50 Advisors list in 2022, thanks in part to a jump in AUM. With 13 years of industry experience, Rutledge takes pride in his ability to work with clients to build their wealth and accomplish their goals.
Faced with the challenges of COVID-19, he spent the initial months of the pandemic working from home. He was eventually able to receive an exemption to return to the office, which he says has allowed him to continue to manage and grow his practice.
In the coming year, Rutledge plans to elevate his business by merging with another senior advisor, with the ultimate objective of creating a wealth management practice with fully developed investing, planning and client service levels.