At Alison Wealth Management, we provide all-encompassing investment advisory and tax management to high-net-worth individuals and families in and around Marietta.
We’re experts in simplifying complex financial matters and strategically using our proven processes to meet the needs of business owners, high-net-worth retirees, and affluent clients with equity compensation.
Esteemed financial advisor Dave Alison CFP®, EA, BPC, founded Alison Wealth Management and gathered our dynamic team of financial specialists with broad skillsets and certifications you can trust.
Lead Advisor Conrad Levesque, CFP®, CPA, BPC has resided in and been servicing clients in and around Marietta for the last 17 years. In addition, our team includes CFP® professionals, CPAs, and Enrolled Agents (America's Tax Experts) to help bring a team approach to addressing your wealth management needs for even the most complex and nuanced situations.
We believe that the best financial outcomes result from a solid foundation and a plan that integrates five pillars of holistic wealth management.
Through the coordination of your financial plan with the implementation of asset management, tax management, protection planning, and legacy planning, we offer an experience that ensures every area of your finances are addressed to maximize your wealth.
As a fiduciary with a holistic process, we provide expert financial advice that considers your entire financial situation. Creating a detailed financial plan is the first step in building a connection with our clients — it's a roadmap to guide you toward your goals in the most effective way. By working closely with you and using our Bucket Plan® Holistic Planning Process, we’re able to help identify your goals and objectives and work towards optimizing your financial situation.
We know the importance of a custom approach to aligning your investment portfolio with your goals and risk tolerance. Our partnership with Prosperity Capital Advisors, a national registered investment advisory overseeing nearly $2 billion of client assets as of August 2023 helps bring size, scale, and diverse platform for us to create customized investment management portfolios and solutions to meet our client’s evolving needs. Dave Alison is also the Founding Partner of Prosperity Capital Advisors, and currently serves in the role of President and Co-Chair of the Investment Committee.
After realizing that tax management — an often-sidelined component of financial planning by other advisors — was a key way to maximize clients’ wealth, Dave Alison crafted The Tax Management Journey® process to help people proactively reduce their lifetime taxes. By combining a host of tax-efficient tactics like Roth conversions, charitable giving strategies, and many others, our tax experts help you plan, manage, and prepare your taxes to reduce immediate liability. Our approach also sets you on a course to minimize future taxes and make the most of your money. Under the leadership of CPA Conrad Levesque, our proactive tax services continue to help business owners and individuals throughout greater Atlanta mitigate unnecessary taxes.
Whether it's a simple check on insurance policies to maximize benefits and cut unnecessary costs, or more complex decisions like business entity selection, the Alison Wealth Management team is incredibly skilled in protecting your wealth from potential threats and any "what-ifs". We also monitor the ongoing security of your assets for your total peace of mind.
Alison Wealth Management's legacy planning services provide you and your loved ones with assurance regarding your financial future. You can rest easy knowing your beneficiaries are taken care of precisely as you desire, securing your legacy according to plan.
At Alison Wealth Management, we understand the unique financial challenges that come with owning a business, and we provide custom solutions for entrepreneurs. Our team members have a breadth of expertise in how to design a wealth management plan that accounts for the specific risk levels and wide range of assets possessed by business owners, both personally and professionally. For many of our business clients, our team can serve as your fractional CFO.No matter if you need clarity on employee benefits, tax-efficient strategies, expanding your business, or planning for succession, we offer tailored support. Learn more...
Transitioning from your active professional life brings intricate financial challenges our firm is designed to help high-net worth individuals navigate, including handling investment risks, optimizing your retirement income, minimizing tax obligations, and more. With our knowledge and the trusted Bucket Plan® process, the Alison Wealth Management team works to secure your wealth while upholding your desired lifestyle in retirement. Learn more...
Founder Dave Alison gained his reputation as financial professionals in the tech sector, but our firm is proud to offer the same complete wealth management services to other industries. Specifically, we help individuals such as attorneys who have made partners in a law firm, or employees with equity compensation like restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), or employee stock purchase plans (ESPP) navigate the complex decisions before them and build a framework to achieve optimal wealth outcomes. Learn more...
Alison Wealth Management is thrilled to offer all-in-one financial planning, investment management and tax services to beautiful Marietta and its surrounding communities, such as Smyrna, Vinings, Sandy Springs, Sandy Plains, Kennesaw, Acworth, Powder Springs and throughout the greater Atlanta area. We are proud to shape the bright futures of business owners, retirees, and high-net-worth families in this charming southern region.
Using our trusted methods and custom strategies, we help wealthy individuals and families gain clarity and confidence in their current and future finances. Schedule a 20-minute meeting with us to get started.
(San Francisco Vascular Surgeon)
Entering our retirement years, we searched for an advisor who could assist us in establishing the best long-term plan for preservation and utilization of our retirement savings and assets...
We were immediately impressed with Dave Alison and his approach to retirement planning, his breadth of knowledge of various financial tools and services to accomplish our financial goals, and his very detailed personal service.