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Douglas H Birnie CDFA®
Piedmont Wealth Advisory
12030 Sunrise Valley Drive |
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For over 25 years, clients have relied on my thoughtful, experienced professional financial advisory services to assist them thru complexities related to life changes and unique circumstances. As a Certified Divorce Financial Analyst® , I have extensive training and experience addressing the financial complexities faced by parties involved in Divorce Settlements. Piedmont Wealth Advisory is a boutique independent firm committed to transparency, trust, confidentiality, and most of all acting as a Financial Fiducairy at all times - always placing the financial interests of the client ahead of the advisor and firm. Please visit our website www.piedmontwealthadvisory.com to learn more about the commitment we make to our clients. For Divorce situations - Divorce is never an easy process. When it comes to financial assets, separating Facts from Emotions is extremely difficult and proves to impede efficient progress towards a settlement. I work with clients and their team of professionals (Lawyers, CPA's, Health Professionals, etc.) to lead the extensive and thorough Financial Due Diligence required to lead to an equitable outcome. We utilize state of the art software to develop comprehensive financial models and projections to analyze and evaluate all facets of a divorce settlement – before mistakes are made. Determining the present valuations of complex assets such as stock options, retirement and pension plans, investment real estate, and business ownerships can pose challenges to divorcing couples. I am experienced at providing guidance in these areas. I have strong working relationships with Forensic Accountants and Business Valuation experts to facilitate this importatnt aspect when needed. Additionally, I ensure a client is sufficiently educated on all financial concepts to ease the transition into their new daily monetary responsibilities. Business Approach - In all situations, my team and I utilize a comprehensive, low pressure, thoughtful engaged process to ensure a client’s goals and concerns are understood and addressed completely. I specialize in developing / implementing investment strategies focused on wealth growth and preservation, retirement income planning, personal or extended family estate planning, asset consolidation, as well as divorce / death / job change related changes in financial responsibility. In my high touch / service focused approach - a client’s individual needs have and always will come first. Methodology: We start by Listening and Understanding what a client is truly seeking (short and long term). Personalized ongoing communication and accessibility are the focus of the client experience. Please visit my website at www.piedmontwealthadvisory.com |