What we strive forA Team Approach To
Your Financial Future
Our goal is to help clients make wise decisions with their financial assets. While developing a customized financial program, we will walk you through a step-by-step process designed to help make you feel more confident in your choices. We pride ourselves on educating our clients, not just selling them a product. Once your goals have been established, we will customize appropriate strategies that reflect your personal values to suit your vision and objectives. We continually offer support and updates to keep your financial plan on track as you experience new seasons of life.
33+
Years of Experience
$114M*
in Brokerage and Advisory Assets
250+
Families Served
*As of 11/01/2026 David Forbes Massongill of Massongill Wealth Management serves $114 million in brokerage and advisory assets through LPL Financial.
Nearing Retirement
& Retirees
Compassionate, steady guidance to help you take control of decisions during a major life transition.
Career
Transitions
Compassionate, steady guidance to help you take control of decisions during a major life transition.
Widows / Life
Transitions
Compassionate, steady guidance to help you take control of decisions during a major life transition.
Navigating
Inheritances
Compassionate, steady guidance to help you take control of decisions during a major life transition.
"I have known and worked with David For 20+ years. He has done a great job managing my retirement funds and setting me up for success. He is personable and caring, understanding my lifestyle and making recommendations accordingly. I highly recommend him."
Diane K.
Posted on Google
"David provides accurate and personalized financial advise and management based on years of experience. He is knowledgeable, professional and honest."
Jean L.
Posted on Google
"David has done a great job of educating us and helping us have our retirement savings work hard for use. We continue to trust his advice in retirement despite having moved to Utah."
Jim S.
Posted on Google
"We are immensely grateful to David for his expertise and wisdom in the best ways to invest our money. He has been great at keeping us informed about our accounts on a regular basis and informs us on any adjustments we should make as the economy changes. We have worked with David for 30+ years."
Elisa W.
Posted on Google
Financial Planning
- 401K's (Rollover Services and Company Plans)
- Mutual Funds
- Stocks and Bonds
- Annuities
- Tax Appointments
Who We AreFinancial guidance built around your life
David Forbes Massongill has been in the investment business since 1993 and has focused on serving the Redlands, Yucaipa, and surrounding areas. Our goal has always been to provide a personalized and detailed approach for clients. We care about each individual and their goals in life. We translate this care into a plan to provide practical strategies and education to help clients pursue and understand their individual goals.
David built Massongill Wealth Management through participation in the community, caring for the financial needs of individuals, fostering new business through professional and client referrals, and by striving to provide transparent and straightforward levels of service. Today, he strives to provide that same level of service to new and existing clients no matter what chapter of life they are in.