David Gottlieb, APMA®, CRPS®

Hi there 👋🏼 I'm David Gottlieb, with over 20 years of financial expertise covering accounting (tax, financial reporting, and attestation), alternative asset operations, and wealth advisory for a diverse set of clients. My focus now centers on in-depth behavioral and financial planning using the unique Wealth RETENTION Process, primarily focusing on tax efficiency and estate planning. Drawing from my personal, accounting, and advisory background, I offer effective guidance to real estate investors, business owners, and families at any life stage.

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West Orange, NJ

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How David works with clients
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“I specialize in helping clients achieve their financial goals with their investment properties, whether it be wealth planning around an investment property portfolio they continue to manage on their own or facilitating transactions into passive real estate solutions.”

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How can I help?

Real Estate Investment Planning

We excel in assisting real estate investors with mapping out their financial futures, whether by developing exit strategies for property sales, facilitating pre-purchase property evaluations, or revealing hidden opportunities.

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Estate & Trust Planning

We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.
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Delaware Statutory Trusts (DST)


We assist investors in establishing Delaware Statutory Trusts (DST), a real estate ownership framework where multiple investors hold fractional shares in the trust's assets. The DST sponsor, a real estate company, creates the trust and acquires properties, progressively transferring ownership to investors. This structure guarantees shared ownership, preventing any individual investor from having sole control over the trust's assets.

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Alternatives Investing

We actively research and monitor your alternative investments, bringing together actionable insights and forward-thinking risk assessments. Alternative investing for clients who qualify.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Get to know David

David, a resident of West Orange, NJ, shares his home with his wife and two children. Originally from suburban Kansas City, KS, he ventured to the East Coast to pursue his academic ambitions. Having earned both bachelor's and master's degrees in Accounting from Syracuse University, David has been rooted in the vibrant city life of New York since his graduation in 2005. 

Beyond his 20 years of financial planning expertise, David dedicates time to his passions, which include quality family moments, engaging in recreational sports, sketching delightful cartoons for his children, finding solace in music, and exploring the culinary arts. A sports enthusiast at heart, David closely follows the thrilling journeys of the University of Kansas Jayhawks basketball team, the Kansas City Chiefs, and the ever-iconic New York Yankees.

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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory Services offered through Savvy. Savvy is not affiliated with DAI Securities, LLC.

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