David D’Alessandro, CFP®
Wealth Management for Private Equity Professionals
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Serving Clients Nationwide
Wealth Management for Private Equity Professionals
Areas of Focus
- Alternative Investments
- Cash Flow
- Estate Planning
- Giving
- High Net Worth
- Insurance
- Investment Management
- Legacy Planning
- Tax-Efficient Planning
About David D’Alessandro, CFP®
Hi, I'm Dave D'Alessandro, Founder and Managing Principal of Axiom Private Wealth, a Charlotte-based wealth management firm.I launched Axiom Private Wealth in 2020 to deliver thoughtful, planning-first advice to a focused group of clients, particularly professionals in private equity and related fields.
I am a CERTIFIED FINANCIAL PLANNER™ professional and a Bucknell University graduate, where I played Division I lacrosse. Before starting Axiom, I worked on an established wealth management team at Baird and began my career at UBS in New York.
I live with my wife, Sam, and our daughter and son. Outside the office, you will most likely find me skiing in the mountains, planning the next family trip, or halfway through a home project that seemed like a quick weekend job at the time. I am happiest outdoors, working with my hands, or thinking about what Axiom can become over the next decade.
I have a long-standing curiosity about people and culture. I enjoy learning what excites others, whether it is food, traditions, or shared experiences, and that curiosity shapes how I connect with clients.
I am an avid sports fan who rarely misses a big NFL or NHL game. Music is almost always playing in the background, with a mix that currently rotates between Noah Kahan, Mumford & Sons, Kygo, and Post Malone.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1422 South Tryon Street, Floor 3, Charlotte, NC 28203
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Axiom Private Wealth
Axiom Private Wealth is a Charlotte-based wealth management firm founded in 2020 to deliver thoughtful, planning-first advice to a focused group of clients, particularly professionals in private equity and related fields. We partner nationally with high net worth investors, focusing on maximum transparency, data-driven investments, reducing unnecessary costs, and minimizing the behavior gap.Who We Serve
We have a specific focus on providing wealth management services to partners and investment professionals at private equity firms, including founders, partners, principals, directors, and vice presidents. We are built on the belief that the "one size fits all" traditional wealth management model is not the answer for this group of individuals, and we work to understand how personal and professional life intertwine for our clients.
Our Services
We strive to uncover the significant planning needs that an individual and family will come across, and our advice goes beyond investing to include tax opportunities and planning for how clients will share their wealth with future generations and charities. Our core services include financial planning, investment management, and financial organization, and we work directly with external partners in tax, estate planning, and banking to save clients time.
Our Philosophy
Our work is grounded in a clear set of values that shape every client relationship: responsibility, honesty, rigorous thinking, confidentiality, deep listening, and personalized hospitality. We believe wealth management is less about predicting markets and more about helping people make confident decisions over time with clarity and discipline.
Axiom Private Wealth, LLC ("APW") is a Registered Investment Advisor located in the State of North Carolina, and provides investment advisory and related services for clients nationally.
Education
Bucknell University, Bachelor of Science in Business Administration
Hobbies and Interests
- Family
- Music
- Skiing
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Investors
- Living in Retirement
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