Daner Wealth Management

About Daner Wealth Management

Plan for the present and the future with Daner Wealth Management. Personalize your retirement savings plan with a timeline or build a plan that meets your financial goals with the help of Marc Daner—a highly experienced financial advisor in Alpharetta, GA. He'll educate you about your retirement and wealth management options so that you can make informed decisions for your financial future. Together with the team, we bring deep experience in money management to create the most suitable retirement plan for you, considering your changing life circumstances, goals, milestones, and financial priorities. At Daner Wealth Management, we prioritize your interests, which is why we always ensure we provide client-first service.

Personalize your retirement savings plan with a timeline or build a plan that meets your financial goals with the help of Marc Daner—a highly experienced financial advisor in Alpharetta, GA.

Services:

• Integrated wealth planning
• Investment management
• Retirement planning
• Liability management
• Wealth transfer planning
• Estate planning strategies
• Tax planning strategies
• Charitable gifting
• Education funding strategies