• We build
    true wealth

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

    Explore our approach
  • Process-Driven
    Strategies

    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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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

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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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Insights

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

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Video
Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Market Commentary
Weekly Market Commentary August 22, 2016

US markets snapped a multi-week positive streak with the Dow Jones Industrial Average and S&P 500 down 0.13% and 0.01%, respectively. The tech-heavy NASDAQ Composite outperformed both to hold on to positive territory, posting a 0.10% return for the week. Read more

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Monthly Newsletter
Monthly Investment Review: July 2016

­Global markets trended upward in July, building off the rebound following the Brexit results. All three major US equity indices were up for the month. The S&P 500 was up 3.56% and the Dow Jones Industrial Average was up 2.8% while the NASDAQ Composite, the leader of three, notched a 6.65% gain. Read more

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Blog
What You Need to Know About Medicare ...

Published by Ben Goethel

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to analyze the benefits of each spouse’s employer-provided health insurance plans to make sure you’re not paying too much for health insurance. Read more

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Whitepaper
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.

Download Whitepaper

Estate Planning Infographic
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

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News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Blog post
  • Balancing College Funding with Retirement Savings

    Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee

    Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: August 15, 2016

    The US markets extended their gains as the Dow Jones Industrial Average, NASDAQ Composite and the S&P 500 closed the week up slightly, setting new record highs in the process. International markets bounced back, posting some strong returns for the week after a lackluster start to August. Read more