Recognizing the need for highly customized, client focused, tax-efficient investment management and financial planning services, David founded Legal Advantage Investments, Inc. in 1993. With over 25 years of experience helping families secure their financial futures, David has learned that its the little details, added up over time, that make the biggest impact on a client's financial future and peace of mind.   David prides himself on his proactive, hands-on approach.  He treats clients as he would a family member - thinking about what is truly in their best interests and providing responsive and fully transparent services devoid of hidden fees.  David often interacts with estate attorneys, tax accountants and other service providers on a client’s behalf, making sure that recommendations are customized to properly address the needs of his clients. Offering an extensive range of financial planning strategies enables David to provide a comprehensive service to his clients through every stage of their lives.   David received his J.D. cum laude from Harvard Law School.  He previously was an intellectual property attorney at the Silicon Valley firm Fenwick and West.  He received a B.S. in Applied Mathematics-Economics, magna cum laude, from Brown University.

who we are

David Spector, Founder and President