We want to be your trusted advisor.
OUR MISSION
We use a personalized approach to create strategic plans to help you build and manage your financial assets to achieve your dreams.
Troy Harmon
Chief Investment Officer
Troy Harmon is the founder and Chief Investment Officer of Due West Wealth Advisors LLC. Troy started his career by enlisting in the U.S. Air Force. After serving 4 years, he founded two companies, an entrepreneurial endeavor which lasted 15 years ending when he sold his interests to pursue his passion in the Investment industry.
Troy studied Finance and Accounting at Kennesaw State University and currently holds bachelor’s degrees in each and a master’s in business administration (MBA) from Kennesaw State University as well.
Over the past 18 years, Troy has served in various roles from Financial Analyst to Chief Investment Officer for a large independent Registered Investment Advisor. He specialized in investment portfolio management of publicly traded and private investments and business advisory, providing private business owners advice and business valuation services, especially regarding transactions.
Troy currently holds the Chartered Financial Analyst and Certified Valuation Analyst designations.
He is also an adjunct professor at Kennesaw State University where he teaches his favorite topic, Finance, to tomorrow’s professionals.
Other Involvement:
The Center for Family Resources – Past Treasurer and Board Member
ASFIP Foundation – Treasurer and Board Member
Rotary Club of North Cobb - Member
Expertise
Financial Advice
We provide education and guidance with saving for college and other major purchases as well as basic personal financial literacy topics like budgeting and debt repayment as well as anything else related to your finances.
Investment Management
We have an investment model for any size portfolio, whether you’re just starting out or have a larger existing assets. We create diversivied portfolios using individual stocks and bonds available in the financial markets to invest your assets in a way that suits your needs. We provide similar portfolios using mutual funds and exchange-traded funds for those seeking diversified portfolios with fewer assets.
Business Valuation
Retirement Planning
Whether aquiring a business or changing partners, Due West Wealth Advisors can help you derive a reasonable value for your business accepted by the industry and often defended in court. In addition to calculating a value or range of values for your business, the analyst is likely to provide ideas to enhance business value by identifying and discussing potential changes.
How much do I need to save for retirement? We begin by looking at how much you currently spend, then project that forward and apply an inflation rate. In the end, we come to a conclusion on how much you would need for retirement without running out of money in the end.
We also project your current income forward and review of your current investments and a projection of your return requirements. This process informs whether you are set up to succeed in saving for the sunset of your life.
Start the conversation.
No strings attached, we’d just like to know more about you and your financial goals to see how we can help.