• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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annually over the long-term (10+ years)?

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Together with our Investment Committee, DSF Wealth develops and monitors customized investment strategies for our clients. Learn More

Estate Planning

We understand that the prospect of developing an estate plan (i.e. Will, Medical Directive, Power of Attorney) may create feelings of discomfort. However, devising an estate plan should promote feelings of security and is a critical component of the overall planning process. Learn more

Tax Planning

Tax planning is not only the responsibility of your accountant. DSF Wealth considers your short and long-term financial goals and will develop strategies within the context of your overall financial plan. Learn more

Support for Business Owners

As a private business, we understand the challenges and opportunities you face, and the passion you have to pursue your dreams. We can help you construct a comprehensive business strategy that includes cash flow planning, a retirement savings program that benefits both employees and employers, and HR solutions including Health, Life and Disability insurance. Learn more


Wealth Planning

DSF Wealth will develop a financial plan to help you balance a desirable quality of life and a healthy savings plan for your future. Learn more

Risk Management

While our primary goal is to help you plan for your financial future, we also recognize that it is important to develop a strategy to mitigate events that might impair your financial plan. Learn more

College/Education Planning

With the costs of higher education rapidly rising, it is imperative that we plan accordingly. Our team can provide estimated education costs for the institutions you may be considering, and will build those costs into your financial plan. Learn more

Connect with an Advisor

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Personalized Wealth Management

At DSF Wealth Management LLC, we strive to understand your needs and goals, provide independent and unbiased advice, and develop a disciplined long-term strategy for managing and preserving your wealth. This approach must be quantified, realistic and customized, because every client is unique. Every financial plan requires ongoing monitoring, as both the world and the needs of our clients are constantly evolving.

We provide counsel in the areas of portfolio management, financial planning, estate planning, risk management, tax planning, college education and support for small business owners. DSF Wealth works with affluent families and business owners in twenty states across the country. Although we’re based in Atlanta, GA, we do travel for in-person meetings in order to provide a more personalized relationship.

DSF Wealth partners with clients who expect and demand more from their financial advisor. It’s about having that extra level of comfort and knowing that your best interests are always being served. Contact us today to begin developing a customized financial plan for your True Wealth journey.

I look forward to working with you,
Douglas Fluke, CFP®

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Atlanta, GA, DSF Wealth has clients residing in twenty states. Contact us today to speak with a wealth advisor or financial professional.

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DSF Wealth Management’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary October 17, 2016

Markets across the world retreated last week, giving up some of their year-to-date gains. Domestically, all three of the major indices closed last week in the red with the NASDAQ Composite the clear underperformer at -1.46% for the week. Read more

2016 4th Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Monthly Newsletter
Monthly Investment Review: September 2016

Reviewing our domestic markets for September, large-cap equities struggled with the Dow Jones Industrial Average and S&P 500 Index ending the month down 0.5% and 0.12%, respectively. Read more

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Be a Math Teacher and Prepare Your ...

Published by Don Hagan and the Carson Institutional Alliance Investment Committee

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more

US News v2
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • Complex Financial Planning

    Published by Ben Goethel, Director of Wealth Enhancement, and the Carson Institutional Alliance Investment Committee

    Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

    Weekly Market Commentary
  • Weekly Market Commentary October 10, 2016

    Global markets were generally down last week with European equities the clear underperformer. The MSCI Europe Index fell 1.36% last week, sliding further than the -0.34% posted by the MSCI All Country World Index ex-USA, an index that tracks both emerging and developed international markets. Read more