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
I use my vetted Wealth RETENTION process with all my clients to help set them up for their future. With this process I focus on:
Risk management: we address strategies aimed at mitigating risk that can be with a combination of insurance and non-insurance based methods.Â
‍Tax mitigation: we utilize a diverse range of strategies to maximize tax-efficient wealth creation and preservation.
‍Estate planning: we establish your legacy and beneficiaries for those people and causes dearest to your heart as an added goal to the expectation to maximize the highest standard of living desired for you over the entire duration of your life.
Compatibility Discussion
Our first meeting will be an agenda led conversation geared at discovering more about your needs to assess whether I am the right financial advisor for you. I believe in an open dialogue where we can discuss the process and your expectations, your circumstance, concerns, and affordability. If compatibility is established, the itinerary continues.
Information Gathering
After our first meeting, I will reach out to discuss the secure and confidential collection of your financial data and essential documentation for in-depth analysis.
Agreement Established and Next Steps Blueprinted
Once you provide your financial details, I'll outline the assistance I can offer, detailing the services and pricing involved. Once we finalize our relationship, we will set up our meeting cadence and your short term goals.
My goal is to help you achieve yours. Let’s get started today. Â
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.Â
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
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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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