Tailored Financial Solutions For Affluent Families' Wealth Preservation

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 plan for the future with confidence.

With over 30 years of experience, founder Marc S. Daner leads the Alpharetta-based investment management firm. Every recommendation is tailored to the client’s unique goals, free from sales commissions or outside incentives.

Affluent families often face more complex financial decisions, such as those related to estate taxes or concentrated stock holdings. One wrong move can impact not just your future but also that of your children and grandchildren. Daner Wealth Management guides those decisions strategically and in the client’s best interest.

Why High-Income Families Need Specialized Financial Guidance

From executives managing stock compensation to entrepreneurs handling business exits, high-income individuals face financial scenarios that demand more than basic advice. Daner Wealth Management helps clients manage risks and pursue growth while staying aligned with their lifestyle goals.

Common challenges addressed by the firm include:

• Concentrated stock positions and deferred compensation packages

• Business succession and liquidity planning

• Estate and legacy planning

• Tax-efficient investment strategies

• Retirement planning and income distribution

Daner Wealth Management provides solutions for wealth preservation that anticipate these complexities. They help clients identify and potentially avoid common financial missteps such as surprise tax liabilities, misallocated investments, or outdated estate documents.

A Fiduciary Standard That Builds Trust

At the core of Daner Wealth Management’s philosophy is its fiduciary obligation to act solely in the best interest of its clients. A fiduciary model differs from traditional brokerage compensation structures, which may be influenced by commission or product incentives.

As a fiduciary wealth advisor, Daner Wealth Management answers only to its clients, not to shareholders, sales managers, or product vendors. That transparency builds trust and may lead to more informed financial decisions over time, depending on individual circumstances.

The firm’s clients work directly with Marc Daner and fellow advisor Kellie Borror. This close-knit structure ensures consistency, accountability, and proactive support throughout the financial journey.

Complete, Integrated Financial Services

Daner Wealth Management offers an integrated approach that connects all aspects of a family’s financial life—from cash flow to legacy.

Tax-Efficient Investing

The firm builds portfolios that aim to reduce tax drag and support long-term investment objectives, though outcomes may vary. This includes:

• Asset location strategies

• Capital gains management

• Tax-loss harvesting

• Roth conversion planning

By aiming to minimize unnecessary tax exposure, Daner Wealth Management supports strategies designed to retain more after-tax wealth tailored to individual circumstances.

Retirement Planning

Whether clients aim to retire early or gradually scale back, the firm provides tailored retirement plans that align with each individual’s career, income, and personal aspirations. Strategic withdrawal planning aims to support tax-efficient income drawdowns while helping clients maintain their desired lifestyle.

Wealth Preservation and Estate Planning

Long-term wealth isn’t just about today—it’s about tomorrow. Daner Wealth Management works with clients to implement tools such as revocable and irrevocable trusts, donor-advised funds, and tax-efficient gifting strategies. They coordinate with estate attorneys and tax professionals, which helps in seamless planning.

Real Relationships. Clear Results.

Daner Wealth Management is committed to providing highly personalized service. Clients work directly with a consistent advisory team, fostering personalized service and continuity of communication. The same advisors guide them through every financial decision.

The firm's relationship-based model supports ongoing plan updates in response to evolving market, tax, or personal circumstances. Clients receive more than portfolio management—Daner Wealth Management offers long-term strategic planning delivered by a dedicated advisory team.

Long-Term Wealth Protection Strategies with Daner Wealth Management

Daner Wealth Management is accessible to clients who need a wealth advisor nearby in Alpharetta, GA. High-income families from Roswell, Milton, Johns Creek, and nearby communities can benefit from the firm’s expertise and reputation for a relationship-based approach to guidance.

For high-income families seeking structured wealth planning and long-term legacy strategies, Daner Wealth Management offers fiduciary services tailored to the needs of high-income families, prioritizing objective, client-first guidance. To schedule a no-obligation consultation, contact this investment management firm at (770) 368-6033 or email marc@danerwealth.com.

Contact Information:

Daner Wealth Management

11475 Great Oaks Way Suite 340
Alpharetta, GA 30022
United States

Marc Daner
https://www.danerwealth.com/