Marietta, GA
Conrad Levesque
Hi, I’m Conrad. I’m a financial advisor based in Marietta, Georgia and the founder of DELVR Wealth. I work with business owners, high-earning families, and legacy-minded individuals who want more than investment management alone. My approach centers on comprehensive financial planning, with a strong focus on tax optimization, business owner planning, and long-term legacy strategies.
Before becoming a financial advisor, I spent years working with tax clients and kept hearing questions that called for broader financial guidance. That experience shaped the way I work today. I help clients connect the dots across their business, personal finances, and long-term goals so they can make informed decisions and spend more time on what matters most to them.
I help clients simplify complex financial decisions by serving as a planning partner across their business, taxes, wealth, and legacy goals.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
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Conrad
Conrad Levesque is the founder of DELVR Wealth. He brings 10 years of wealth management experience, along with more than two decades of experience serving tax clients and advising on complex financial matters for individuals and business owners.
Conrad earned his Bachelor in Business Administration in Management and his Bachelor of Science in Accounting from Kennesaw State University. He later earned his Certified Public Accountant designation and expanded his background through work in tax and accounting, real estate development, business consulting, and financial auditing for the State of Georgia.
In 2017, Conrad expanded his practice to include consulting and financial planning services. Today, he is a Certified Financial Planner professional® and also holds the Certified Exit Planning Advisor credential, which supports his work with business owners who want to understand, protect, and improve the value of their businesses as part of their overall net worth strategy. His professional affiliations include the AICPA and the Georgia Society of CPAs.
Outside of work, Conrad enjoys spending time with his wife, Chelsea, and their two daughters, Caroline and Carson. He is also an avid golfer and enjoys participating in charity tournaments that support local causes.
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How did you become a financial advisor?
I was working with CPA clients and kept getting questions that I thought a financial advisor should be answering. What I found was that many people had someone managing investments, but they were not receiving the broader advice they really needed. That led me to expand into comprehensive wealth management so I could help clients make more informed decisions across their full financial lives.
What types of clients do you work with?
I primarily work with business owners, high-earning accumulator families, and legacy-minded individuals. Many of my clients are looking for a more coordinated approach that brings together business planning, tax strategy, wealth planning, and long-term family goals.
What areas of expertise do you have?
I draw on more than 20 years of experience serving tax clients, along with my work as a CPA, CFP®, and CEPA. A major area of focus is helping business owners understand and improve the value of their business while protecting that value within their overall financial picture. I also work closely with high-earning families on tax planning, cash flow, and long-term wealth decisions.
What kinds of strategies do you help clients with?
I often help business owners with value enhancement planning designed to strengthen and clarify the value of their business over time. I also help clients deploy excess cash in tax-aware ways that support long-term accumulation and flexibility. For legacy-minded individuals and families, I regularly work on charitable planning, Roth conversion strategies, and multi-generational planning.
What is your favorite part of working with clients?
I value being part of my clients’ lives in a meaningful way. Over time, you get to see both the milestones and the challenges, and that creates a relationship that goes beyond a typical service model. It is rewarding to see the impact of good planning and to know the work we do supports real decisions and real life.
What is it like partnering with Savvy?
Savvy gives me access to a modern platform that supports a more connected planning experience for clients. It helps streamline the advisory process so I can stay focused on delivering thoughtful guidance and coordinating the different pieces of a client’s financial life.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.