Your life. Your wealth. Your future.

Pursue what matters most

Family photos on shelf

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Saltzman Profile Photo

    David Saltzman, CFP, CIMA, CRPC

    Managing Director–Wealth Management

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • PR
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family. His California license is 0C49425.

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Chartered Retirement Planning Counselor
      12600 Deerfield Parkway, #400
      Alpharetta, GA 30004
      david.saltzman@ubs.com
      David Saltzman, CFP, CIMA, CRPC
      12600 Deerfield Parkway, #400,Alpharetta,GA,30004
    • Christopher Guthrie Profile Photo

      Christopher Guthrie, CRPC

      Senior Wealth Strategy Associate

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • PA
      • PR
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA

      Chris is a native of Atlanta, and a Senior Wealth Strategy Associate with the Saltzman Wealth Management Group. Chris has nearly 20 years of experience, and his goal is to help guide clients through their most important financial decisions. Chris has obtained his Series 7, 66, 31 (managed futures), and is a Chartered Retirement Planning Counselor. Chris has been married to his wife, Dawn, since 1997. He is the father of two daughters, Alyssa and Jenna, and one son, Kyle. In his free time, he enjoys bowling, golf, softball, fishing, and spending time with his family..

          • Chartered Retirement Planning Counselor
          12600 Deerfield Parkway
          Deerfield Commons
          Alpharetta, GA 30004
          chris.guthrie@ubs.com
          Christopher Guthrie, CRPC
          12600 Deerfield Parkway,Alpharetta,GA,30004
        • Lee Friedman Profile Photo

          Lee Friedman, CFP

          Senior Vice President–Wealth Management

          • image
          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI

          Lee has over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee was a captain of Emory's national championship tennis team, and is also a AA1 ALTA City Champion. Lee and his wife Christine have two boys, with their newest addition having arrived August of 2022. His California insurance license is 0F30916.

          • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

          • Goizueta Business School at Emory University, Finance and Organization & Management
          • CERTIFIED FINANCIAL PLANNER™
          12600 Deerfield Parkway
          Deerfield Commons
          Alpharetta, GA 30004
          oakring@ubs.com
          Lee Friedman, CFP
          12600 Deerfield Parkway,Alpharetta,GA,30004
        • John Coleman Profile Photo

          John Coleman, CFP®

          First Vice President–Wealth Management

          • image
          • image
          • image
          • AL
          • AR
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT
          • WY

          John has been a Financial Advisor for 35 years. John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and was the manager of the Merrill Lynch office in Jupiter Florida prior to moving over to the UBS office to become the Branch Office Manager. John earned his Bachelor's Degree in Economics from the University of Florida in 1981. He is a Florida native and a former Professional Rodeo Cowboy. John served on the board of Carpenter's Way Ranch, a home for abused and abandoned boys for 14 years. He lives in Alpharetta with his wife of 41 years. John and Shea have 3 married sons and 6 grandchildren. 

            • University of Florida, Bachelor's Degree in Economics
            • CERTIFIED FINANCIAL PLANNER™
            12600 Deerfield Parkway
            Deerfield Commons
            Alpharetta, GA 30004
            john.coleman@ubs.com
            John Coleman, CFP®
            12600 Deerfield Parkway,Alpharetta,GA,30004
          • Monica Blalock Profile Photo

            Monica Rosignoli Blalock

            Client Associate

            • image
            • image

              Monica is a client service associate (CSA) with Saltzman Wealth Management Group. She has over 30 years experience in the financial industry and her goal is to make sure that all of our clients' needs are taken care of efficiently and effectively. Monica is married to her husband Phil and they have 2 daughters. In her spare time Monica enjoys photography, scrapbooking and spending time with her family.

                    12600 Deerfield Parkway
                    Deerfield Commons
                    Alpharetta, GA 30004
                    monica.blalock@ubs.com
                    Monica Rosignoli Blalock
                    12600 Deerfield Parkway,Alpharetta,GA,30004
                  • Maddy Sosebee

                    Madeleine "Maddy" Sosebee

                    Client Associate

                    • image
                    • image

                      Maddy is a Client Service Associate (CSA) with The Saltzman Wealth Management Group. She graduated from Brenau University in 2014 and has four years of financial experience. Her top priority is to ensure all of our clients' needs are handled efficiently and effectively. Maddy is a Georgia native and she lives in Ball Ground with her husband, Brian, and their three Beagles. In her spare time she enjoys bowling, golf, and fine arts.

                        • Brenau University
                          12600 Deerfield Parkway
                          Deerfield Commons
                          Alpharetta, GA 30004
                          madeleine.sosebee@ubs.com
                          Madeleine "Maddy" Sosebee
                          12600 Deerfield Parkway,Alpharetta,GA,30004

                        Outlook on interest rates

                        investments

                        Investment Management

                        Helping women take charge

                        Helping women take charge

                        Pumpkin patch

                        Success to succession

                        Enabling the transfer of all you hold valuable

                        What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                        Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $5.8+ trn

                        UBS Group invested assets
                        As of 03/31/2024

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

                        Insights