David Tolson Email & Phone Number

Our mission is to help business owners and executives Grow, Protect and Enjoy the value of their life’s work. You’ll find we offer a comprehensive and well-integrated array of business advisory and wealth management services to address the needs of your business and your personal finances. Our strengths are multiplied through established relationships with key professionals in other related fields who can be called upon for additional specialized services.A few of the services we offer include:•Business Value Driver Assessment•Leadership Alignment•Employee Attraction and Retention•Risk Management•Succession & Exit Planning•Business Planning integrated w/ Personal Financial Planning & Wealth ManagementMy first priority is helping you take care of your business, yourself, and your family. I want to learn more about your situation, identify your goals and aspirations and understand the things that concern you. Long-term relationships that encourage open and honest communication are the foundation of our success.⇒ See how we can help you grow, protect, and enjoy the value of your life’s work here:https://www.arete-advisors.net/For the past 42 years, I have been developing and leading initiatives to create value and reduce risk for the owners of industrial firms. With the first 16 years of my career involved in engineering, operations, trading, division level general management and business ownership in energy and chemicals, I gained deep insight into the fundamentals of business operations, business strategy and business leadership. Since that time I have served clients as a business advisor and wealth manager involved in strategic planning, mergers, acquisitions, divestitures, joint ventures, leadership alignment, business continuation planning, succession & exit planning as well as personal financial planning and wealth management - all designed to allow the owners & executives the ability to grow, protect enjoy value of their life’s works.⇒ I am always looking to make new connections.Feel free to message me here or reach me at david.tolson@arete-advisors.net

Listed skills include Financial Planning, Retirement Planning, Estate Planning, Exit Planning, and 11 others.