David Millington
Puzzle Wealth Solutions, LLC
Southlake, Texas
About
Company name
Puzzle Wealth Solutions, LLC
Business title
President & Wealth Manager
Contact
How to contact
david.millington@puzzlewealth.com
Professional Profile
Call Me When
your client is 2–5 years from a sale with wealth tied up in the business. CFP® & CEPA® — I coordinate investments, tax strategy & estate planning alongside their attorney and CPA, so the deal team can focus on the deal.
Professions
Wealth Manager
Functional Expertise
Cash flow enhancements
Cash management
Charitable giving
Estate planning
Family business
Fiduciary
Finance
Investments
Lending
Private equity
Retirement
Risk management
Sell side/Divestiture
Transaction advisory
Exit/Transition Planning
Business Focus
Wealth management for busy business owners and executives with $4M+ in potential investments — clients who want a financial coach coordinating investments, tax strategy, estate planning, and exit planning
Professional Certification
CFP®, CIMA®, CEPA®, SE-AWMA®
Transition Planning Certification or Methodology
CEPA®
Client Industries
Business Services
Computer/Electronics
Financial Services
Manufacturing
Software/Internet
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