You Have Big Goals and Dreams to Chase
But who is conducting your financial affairs while you focus on work and family? Do you have the time, interest, and expertise to maximize your finances while also focusing on your business and personal goals?
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Thinking About Selling Your Business?
Did you know that only about 20% of businesses can be successfully sold? However, with the right team and plan in place, you can not only harvest your most valuable asset but also minimize taxes and plan for what’s next.
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Retirement On The Horizon? Make the Most of It.
You only have one chance to maximize your retirement. We cut our teeth on retirement planning over 20 years ago and have written and implemented hundreds of successful plans. Let’s talk about the common mistakes we can help you avoid.
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You are a busy Executive, Leader, and Coach.
Do you also have time to get the most out of your finances? We have a unique skill set helping executives maximize their compensation plans to minimize taxes, grow their wealth, and lower their financial dependence on the company.
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Our Promise

Your Financial Life All Flowing in the Right Direction.

We take the burden of managing your finances off your shoulders, so you can focus on your career and family. To that end, we offer a boutique wealth management experience with a carefully crafted set of services to meet your unique needs.

While every financial decision is important, we believe having a coordinated plan is even more crucial. Let us help you optimize your wealth with a holistic approach, optimizing your investments, tax planning, legacy goals, charitable giving, and more.

About Us
Investment Management
There is no “one-size fits all” in investing. We carefully craft customized portfolios that are unique to each client. From individual stock and bond strategies, to mutual funds, to private opportunities, let’s discuss what makes sense for you.
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Tax Planning
It’s not what you make, it’s what you keep. From tax-loss harvesting to custom tax strategies, we devote a lot of time to the art of keeping. Let’s discuss how we can reduce taxes for your family.
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Retirement Planning
Are you at risk of outliving your money? We can answer that question and much more, including how to optimize your portfolio distribution plan, Medicare & Social Security benefits, and even pension benefit elections.
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Business Exit Strategy
Business owners typically have a large part of their wealth locked in their business. We can help you maximize and ultimately harvest your life’s work. Oh, and while we’re at it, we can help reduce taxes too.
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Philanthropy & Legacy
The government has a plan for your assets after you go, but most folks prefer to control how their loved ones are cared for. We can help you navigate the maze of planning your legacy.
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Family Government & Education
Wealthy families often wonder about how they should leave their wealth to the next generation. We can help you think thru education, governance, and philanthropy for generations to come.
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Investment Management
There is no “one-size fits all” in investing. We carefully craft customized portfolios that are unique to each client. From individual stock and bond strategies, to mutual funds, to private opportunities, let’s discuss what makes sense for you.
Learn More
Tax Planning
It’s not what you make, it’s what you keep. From tax-loss harvesting to custom tax strategies, we devote a lot of time to the art of keeping. Let’s discuss how we can reduce taxes for your family.
Learn More
Retirement Planning
Are you at risk of outliving your money? We can answer that question and much more, including how to optimize your portfolio distribution plan, Medicare & Social Security benefits, and even pension benefit elections.
Learn More
Business Exit Statregy
Business owners typically have a large part of their wealth locked in their business. We can help you maximize and ultimately harvest your life’s work. Oh, and while we’re at it, we can help reduce taxes too.
Learn More
Philanthropy & Legacy
The government has a plan for your assets after you go, but most folks prefer to control how their loved ones are cared for. We can help you navigate the maze of planning your legacy.
Learn More
Family Government & Education
Wealthy families often wonder about how they should leave their wealth to the next generation. We can help you think thru education, governance, and philanthropy for generations to come.
Learn More

Our Fiduciary Pledge

For over 15 years we have operated as a 100% fee-only fiduciary advisor, which means every recommendation we give is based solely on what is best for our clients.

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Client Testimonials

Success Stories

I always receive personal attention to my concerns. Curtis has always been willing to devote time to answering any and all of my questions in detail. He has also several times accepted calls / answered questions / consulted with a family member of mine in regard to their financial concerns. He has always given excellent, sound advice through the years and gives me the straight story when I'm trying to make decisions and plan for the future.

A.W.
Seattle, WA

Personal attention accompanied with a genuine desire to help people with focus on their individual needs. This is executed with a very positive and pleasant attitude, no time limitations and clear explanations that confirm a solid knowledge of investment instruments.

E.B.
Marietta, GA

For over two decades, Curtis has consistently provided excellent financial management and client care for us. In addition to a solid long-term financial strategy and ongoing education and support, the peace of mind our professional relationship with Curtis gives us is priceless.

R.M.
Chelsea, MI

Curtis helps with everything. He personally keeps up with an investment program that is geared to just me. He helps a lot with my taxes and talks with my accountant. Communication is great with quick call backs. He definitely makes my life more relaxed.

B.T.
Columbus, GA

Curtis and his team consistently provide exceptional, personalized service that makes complex financial decisions clear and manageable. Their attention to detail and the sincere dedication to my financial well-being have always made me feel well cared for. They take the time to explain all options in a way that really makes sense, ensuring I’m confident and informed every step of the way.

N.D.
Simpsonville, SC

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation has been provided. As a result, clients do not receive any material incentives or benefits for providing testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about NewEdge Advisors, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which can be found online at the SEC’s Investment Advisor Public Disclosure (IAPD) database at www.adviserinfo.sec.gov

When People First
Come to See Us...

They’re often retiring, selling a business, changing jobs… some new event has set their money in motion. And they want it handled right.

They’re looking for a trustworthy, proactive advisor who:

Can give you peace of mind that you’ll be financially secure long-term.
Can identify your best options to reduce taxes, build a customized investment portfolio, and plan for a meaningful legacy.
Can create and carry out your plan for you, from start to finish.

If this sounds like what you’re looking for,
We invite you to give us a call.

Schedule a Call with Us

(We’re friendly and easy to talk to)

Our Support Community

Our Partner Ecosystem

DeepRiver Wealth is proud to partner with NewEdge Advisors, a registered investment adviser, to offer advisory services nationwide. While 100% independent, we also understand the importance of cultivating a strong partner ecosystem–because no one company has a monopoly on talent and ideas.

Who We Serve Best

Many of Our Clients Are...

Business Owners

Business Owners

Did you know that only about 20% of businesses that try to sell actually can be sold? Want to maximize the after-tax sale value of your business? We can help.
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Corporate Executives

Corporate Executives

Stock-based compensation, complex tax planning, “lumpy” cash-flow… sound familiar? We can help you simplify your life, reduce taxes, and build financial security.
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Retirees

Retirees

Want to avoid outliving your money in retirement? Let us help you secure your financial future with personalized retirement planning.
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Maybe It's Time for
an Upgrade?

As your wealth grows, your financial life becomes more complex. You need more than the “typical” advisor. Be careful of firms that cannot offer the range of services and strategies that you might need. Our clients often say that we go above and beyond, but to us, this is just the right way to serve them.

Traditional Broker

Traditional Broker

  • Trading & Execution
  • Strategic Asset Allocation
  • Portfolio Construction
  • Advanced Financial Planning
  • Advanced Estate Planning
  • Advanced Tax Planning
  • Private Investments
  • Business Exit Planning
  • Legacy & Charitable Planning
  • Trust Services
  • Cash Management
  • Concentrated Stock Planning
  • Risk Management
  • And much more...
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Independent Advisor

Independent Advisor

  • Trading & Execution
  • Strategic Asset Allocation
  • Portfolio Construction
  • Advanced Financial Planning
  • Advanced Estate Planning
  • Advanced Tax Planning
  • Private Investments
  • Business Exit Planning
  • Legacy & Charitable Planning
  • Trust Services
  • Cash Management
  • Concentrated Stock Planning
  • Risk Management
  • And much more...
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Wealth Manager

Wealth Manager

  • Trading & Execution
  • Strategic Asset Allocation
  • Portfolio Construction
  • Basic Financial Planning
  • Advanced Estate Planning
  • Advanced Tax Planning
  • Private Investments
  • Business Exit Planning
  • Legacy & Charitable Planning
  • Trust Services
  • Cash Management
  • Concentrated Stock Planning
  • Risk Management
  • And much more...
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DeepRiver Wealth

DeepRiver Wealth

  • Trading & Execution
  • Strategic Asset Allocation
  • Portfolio Construction
  • Advanced Financial Planning
  • Advanced Estate Planning
  • Advanced Tax Planning
  • Private Investments
  • Business Exit Planning
  • Legacy & Charitable Planning
  • Trust Services
  • Cash Management
  • Concentrated Stock Planning
  • Risk Management
  • And much more...
Read MoreRead More
contact us

Contact Us Today for Personalized Financial Planning.

Do you have questions for DeepRiver Wealth and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. You can also schedule a call at your convenience. We are here to serve you.
Contact
+1 (404) 793-5500
Send a Message
Location
1 Concourse Parkway,
Suite 800,
Atlanta, GA 30328