Buckhead Village
3017 Bolling Way NE | Floors 1 & 2 | Atlanta, Georgia 30305
Direct: 404-748-1903 | Office Main: 470-885-7350 | Totus Main: 832-220-3602
Fax: 404-601-7331
Douglas Stefanini is a financial professional with over 30 years of experience—and the knowledge and expertise that comes with it. Serving a highly select clientele, he provides innovative planning solutions to high-net-worth families and business owners.
While Douglas focuses on providing advice that is targeted at helping his clients invest wisely, he believes there are synergies to be gained from working in concert with his clients’ CPAs, tax attorneys, and estate planning attorneys. His expertise, coupled with his coordination in these areas, create a well-rounded approach, which helps his clients make better-informed decisions. Many of Doug’s clients are motivated individuals that recognize the value of time.
His approach facilitates a focus on life ambitions, helps better navigate a financial path for personal fulfillment, and allows more time for the things his clients love.
Douglas explains, “What is important to my client is of paramount importance to me. I’m happy to help my clients navigate the correct path that is focused on their personal wants, goals, and needs.” In offering guidance that adheres to a practical approach, Douglas provides a foundation that can strengthen a family’s financial well-being and make a positive difference in their lives.
As a financial professional with Series 63, 65, and 7 licenses, Douglas’ financial services include utilizing tax-smart strategies that diversify concentrated stock positions to defer and/or mitigate tax exposure for both capital gains and ordinary income, as well as a focus on accumulation, retirement income, and legacy planning.
A veteran financial professional, Douglas joined Totus Wealth Management in September 2023. He attended Long Island University, Southampton Campus, majoring in Biology with a Chemistry minor. His charitable affiliations include the Ronald McDonald House, the Atlanta Food Bank, and the Warren/Holyfield Boys & Girls Club in Atlanta. Douglas lives in Atlanta with his wife Hailee and daughters Alessandra & Aveline. In his free time, he enjoys spending time with his family, dabbling in the culinary arts, painting, exotic travel, writing, and playing chess.
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