Our job is to help you make better decisions with your money. We provide services in: retirement income planning, financial planning, tax sensitive investing, estate & trust related planning, philanthropic & gifting planning & alternative investments.
We collaborate with your tax and legal professionals to provide true wholistic planning by using tax-efficient and risk mitigation strategies to endeavor to maintain your current lifestyle while focusing on your long-term needs and goals.
David is a Certified Portfolio Manager and Wealth Advisor. His primary responsibility is portfolio management. He holds a B.S. Finance from Auburn University and earned the distinguished Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University. David has earned numerous distinguished service awards with his former employers and he has over 33 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations.
Advisory Services offered through U.S. Asset Management, a member of Advisory Services Network, LLC. 6600 Peachtree Dunwoody Rd | 600 Embassy Row | Suite 575 | Atlanta | GA | 30328
