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After 32 years of working for some of the biggest investment firms in the world, in March of 2022, I founded Daner Wealth Management to provide independent, objective, hyper-personalized service to individual investors. We are a three year old company with 35 years worth of clients. Our clients are like our extended family. If you’re looking for trusted, independent financial planning and investment management, including wealth building and preservation, retirement and estate planning, charitable giving, and tax planning, we’re always just a phone call, email, or DM away. On a personal note, I've been happily married to my wife Maria for 37 years. We have two grown children, Alaina and Scott, and all of us have lived in Alpharetta GA since 1993. “Arise and work! The Lord be with you!” 1 Chronicles 22:16 ESV Phone: (770) 368-6033 Email: [email protected] Website: https://www.danerwealth.com/ Daner Wealth Management is an independent, SEC Registered Investment Advisor.
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