We want to be your trusted advisor.
Our Mission
Helping You Build a Stronger Financial Future
At Due West Wealth Advisors LLC, we work with individuals, families, businesses, and organizations to help them grow and protect their wealth. Whether you’re planning for the future, growing a business, or looking for expert financial advice, we offer personalized solutions to guide you every step of the way.
Our services are all designed to support your goals and simplify your financial journey.
We’re committed to building long-term relationships and helping you create lasting financial success for generations to come.
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
Why Choose Due West Wealth Advisors LLC for Financial Advice?
Troy Harmon, the founder of Due West Wealth Advisors, LLC, has over 19 years of experience in the finance industry. In addition to degrees in accounting, finance, and an MBA, Troy holds a Chartered Financial Analyst (CFA) designation and a Certified Valuation Analyst designation. The CFA designation required passage of 3 grueling exams, which required over 300 hours of study each and focused on finance, economics, statistics, accounting, portfolio management, with a significant concentration on ethics.
Beyond the basics of education, the client experience at Due West Wealth Advisors, LLC is personalized. If someone were to ask, “How much must I save to retire before I’m 60?”, we would rely on the old accountant's reply, “It depends”.
Think of this: a doctor and an electrician, both having 20 years of experience in their respective trades, are likely to have very different spending habits. They are also likely to have very different saving habits, thus different levels of assets in their financial accounts. If the doctor has $1 million and spends $200,000 each year, while the electrician has $500,000 and spends $50,000 per year, the answer would be that the electrician is better prepared for retirement than the doctor, even though he has fewer assets. While the mathematical process is the same, the answer is likely different for everyone. We can help you understand the financial planning process and know how much you need to increase your probability of financial success in your future.
The biggest fear for someone contemplating retirement is running out of assets before they pass away. We can help you manage that fear by answering the question, “Are you saving enough?”
The next step in the process is ensuring your assets are invested in harmony with your financial goals. Goals vary among individuals as well. Some, like me, say they can’t imagine a life without work, while others are looking to retire and relax as soon as possible. There’s nothing wrong with either view, but the planning and investment philosophy will vary given these 2 personal philosophies, as you might imagine. While both need an investment portfolio, the two portfolios may look very different.
The individual with an early retirement goal should begin adding bonds to their holdings before that fateful day of retirement, while the one who gains satisfaction from working is likely to allow their portfolio to grow faster by holding more stocks and fewer bonds. Although rare these days, what if someone has a pension? This can allow the portfolio to look very different than either of the prior scenarios.
As you might imagine, it is difficult to say how much a person may need for retirement prior to knowing their situation. We can help you understand the situation by knowing the right questions to ask and helping maximize returns on the assets you’ve worked so hard to save.
Expertise
