David Thiele

About David Thiele

Wealth Manager David Thiele is an accomplished individual who develops and implements strategic financial plans for his clients while ensuring legal and regulatory compliance. For nearly 25 years, he has been navigating markets and investments. His commitment to providing the highest quality of service and advice is unwavering.

Thiele’s expertise lies in wealth management, individual and corporate retirement planning, investment, portfolio construction, business succession planning, education planning, executive financial services, philanthropic services, and stock market analysis and expertise.

Thiele has his Series 24, 51, 52, 53, 7, and 66 and has an insurance license.

Co-Founder of Kalyx Capital Management

In 2016, David Thiele founded Kalyx Capital Management to empower individuals and families to achieve their financial goals through personalized, transparent, and strategic planning. Under Thiele’s leadership, the firm is dedicated to fostering long-term relationships built on trust.

There is nothing cookie-cutter about Thiele and Kalyx Capital Management’s approach, understanding that not one strategy fits everyone. Each client receives undivided attention – from planning to execution and follow-up. The team’s proactive approach helps clients develop strategies to address their financial goals and objectives using the most efficient methods available. Recognizing that everyone encounters life challenges, Kalyx Capital Management strives to anticipate and address those situations as they occur. Clients can rely on Thiele and his team to keep them on track toward a meaningful and purpose-driven financial future and provide the peace of mind that comes with financial security.