Wealth Management Services

iStock_000044633966_Full-1024x768As a perfect complement to our core tax and accounting services, our wealth management services are an offering that truly differentiates us from our competitors. Our unique and existing holistic relationship sets us apart from other single discipline advisors as we blend all aspects of our clients’ personal and business financial lives. We have been pleasantly surprised as our clients have fully embraced our philosophy and service model as this area of our practice continues to grow.

Following a fee-based approach offered through independent platforms, our focus is on our clients’ individual and family objectives and goals. We are able to provide access to specific retirement, education and estate planning, investment management, charitable gift and insurance planning while always blending in the ever changing tax effect and related issues.

If we had to sum up our approach in two words, it would be to say we are extremely consultative and proactive. We believe this philosophy serves our clients’ best interest over the long haul.

Please contact us via phone at 404.231.3500 or email us at inquiry@dspccpa.com to discuss your specific needs. We are dedicated to providing personalized and timely service to each of our clients.

We really appreciate your interest!

Securities and Advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Georgia.

LPL Financial is not affiliated with Charles D’Huyvetter, Investment Reviews & Referrals, LLC, or other entities named. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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