Daner Wealth Management

  Daner Wealth Management Shares Strategies to Preserve Wealth and Plan Your Estate Alpharetta, GA –  Daner Wealth Management , a fiduciary financial advisor based in Alpharetta, Georgia, provides high-net-worth individuals and retirees with coordinated financial planning services designed to support estate planning and long-term wealth transfer. Founded in 1992 by Marc Daner, CFP™, ChFC®, the firm specializes in helping clients align their financial assets with their estate documents and legacy goals. Why Estate Planning Needs a Financial Planning Component As of 2024, just 32% of U.S. adults have an estate plan in place, while 55% have no estate-related documents whatsoever. While estate attorneys handle the legal documents, such as wills and trusts, the financial implications of those documents often require just as much attention. A  certified financial planner  may help identify how assets, tax strategies, and account designations work together to influence what...

Daner Wealth Management Shares Tax-Savvy Strategies for Long-Term Wealth Management Success Alpharetta, GA -  Daner Wealth Management  in Alpharetta, GA, provides tailored tax-efficient strategies to help high-net-worth individuals preserve their wealth. The firm specializes in aligning investment, retirement, and tax planning through personalized wealth management services. Daner Wealth Management offers fiduciary guidance to clients seeking long-term financial clarity. They provide tax strategies designed to reduce unnecessary tax exposure and support wealth preservation across generations. Why Tax Efficiency Is Important in Wealth Management Reducing tax drag may support wealth preservation. Managing tax liability on investments can influence what remains after taxes. Investors should review their strategies with a qualified advisor to understand potential outcomes. High-income families often hold a mix of taxable, tax-deferred, and tax-free accounts. Without strategic coor...

Build and Protect Wealth With a Financial Plan in Alpharetta, GA, From Daner Wealth Management Alpharetta, GA  -  Daner Wealth Management  in Alpharetta, GA, offers high-net-worth individuals personal financial planning to align goals, values, and resources for long-term growth and stability. What Is Financial Planning? Financial planning organizes your finances around your goals, values, and life stage. At Daner Wealth Management,  financial planning services  are structured to help clients make informed decisions about their future. This includes evaluating current financial situations, setting short- and long-term objectives, and building adaptable strategies.  Why a Personalized Financial Plan Is Essential for Building Wealth A personalized financial plan aligns your daily financial decisions with long-term priorities. Every client has different needs. For one person, that might mean planning to retire at 55. For another, it could involve optimizing the...

  Wealth Management Strategies From Daner Wealth Management for High-Income Families in Alpharetta Alpharetta  US -  June 23rd 2025  /  Daner Wealth Management  / Alpharetta, GA  —  High-income families in Alpharetta and surrounding cities like Roswell, Milton, and Johns Creek now have access to personalized  wealth management services  designed to support their long-term goals. Daner Wealth Management, led by an experienced fiduciary wealth advisor, Marc Daner, CFP®️, ChFC®️, is providing affluent families with wealth management services that prioritize financial clarity, stability, and legacy-building. Strategic Wealth Management Designed for Affluent Households Wealth management  is not just about investments—it’s about helping clients work toward protecting and growing financial assets in alignment with their goals. Daner Wealth Management helps high-income earners organize complex finances, reduce unnecessary tax burdens, and p...