David Gottlieb, APMA®, CRPS®
Hi there 👋🏼 I'm David Gottlieb, with over 20 years of financial expertise covering accounting (tax, financial reporting, and attestation), alternative asset operations, and wealth advisory for a diverse set of clients. My focus now centers on in-depth behavioral and financial planning using the unique Wealth RETENTION Process, primarily focusing on tax efficiency and estate planning. Drawing from my personal, accounting, and advisory background, I offer effective guidance to real estate investors, business owners, and families at any life stage.
West Orange, NJ
“I specialize in helping clients achieve their financial goals with their investment properties, whether it be wealth planning around an investment property portfolio they continue to manage on their own or facilitating transactions into passive real estate solutions.”
Build Your Future
Annual Blueprint
Blueprints are crafted after thoroughly assessing the foundation, current balance sheet, cash flows, and understanding the client's needs, wants, priorities, time horizons, and biases. This includes reviewing the status of ongoing projects and identifying potential gaps or concerns.
Protection Strategy
Risk management can be more effectively addressed by gaining a clear understanding of a client's exposures and vulnerabilities.
Tax Mitigation
Tax mitigation strategies are best developed through a deep analysis of current circumstances, existing strategies, tax returns, and an understanding of the client’s openness to various approaches.
Exit Plan
An exit plan can only be tailored after reviewing existing documents and conducting a comprehensive interview with the client to fully understand how the client wishes to live with or dispose of their property/investment/estate.
David’s published work
Market Updates & Economic Outlook
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How can I help?
Real Estate Investment Planning
Tax Optimization
Estate Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with David.
Get to know David
David, a resident of West Orange, NJ, shares his home with his wife and two children. Originally from suburban Kansas City, KS, he ventured to the East Coast to pursue his academic ambitions. Having earned both bachelor's and master's degrees in Accounting from Syracuse University, David has been rooted in the vibrant city life of New York since his graduation in 2005.
Beyond his 20 years of financial planning expertise, David dedicates time to his passions, which include quality family moments, engaging in recreational sports, sketching delightful cartoons for his children, finding solace in music, and exploring the culinary arts. A sports enthusiast at heart, David closely follows the thrilling journeys of the University of Kansas Jayhawks basketball team, the Kansas City Chiefs, and the ever-iconic New York Yankees.
David's Broker Page
Book a 30-minute introductory call with David.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory Services offered through Savvy. Savvy is not affiliated with DAI Securities, LLC.
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