Alaina’s Approach
Alaina B. Davalos
JD
Wealth Transfer Advisor / Member Owner
Overview
Alaina Davalos, a wealth transfer advisor based in our Atlanta office, supports clients with sophisticated estate and tax planning strategies designed to protect and transfer multigenerational wealth. She brings a legal background to her role, advising families with complex planning needs and aligning wealth transfer strategies with broader financial goals. Her goal when working with clients is to make them as educated in this topic as they would like to be, which is why she actively contributes to Savant’s weekly webinars and blog posts on these topics.
Before joining Savant, Alaina practiced law in the Atlanta area, where she focused on family planning and tax planning for ultra-high-net-worth clients. She has also worked as an attorney editor for Thompson Reuters, working on WestLaw’s Practical Law Guide for Georgia estate planning and probate attorneys. She remains an active member of the State Bar of Georgia. Alaina earned a bachelor’s degree in international studies and history from the University of Richmond in Virginia and a Juris Doctorate (JD) from Emory University School of Law in Atlanta, strengthening her ability to navigate the legal considerations that shape effective estate planning.
Originally from Buffalo, New York, Alaina lives in Georgia with her husband and three children. A proud member of the Bills Mafia, she enjoys traveling and applying her love of spreadsheets to both work and everyday life.
Education
- University of Richmond
Bachelor of Arts in International Studies and History - Emory University School of Law
Juris Doctorate (JD)
Affiliations
- State Bar of Georgia – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Preserving Generational Wealth Video from Savant Wealth Management
Watch the video "Preserving Generational Wealth" to learn expert strategies about estate planning. Get practical tips from Savant…
Gifting Money to Family | On Demand Webinar
Watch the video "Gifting Money to Family: Minimizing Uncle Sam's Cut" to learn expert strategies on gifting money…
Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management
Watch the video "Tax Strategies for High-Net-Worth Investors" to learn expert strategies on taxation. Get practical tips from…
Estate Planning 101 [On-Demand Webinar]
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with…
All Insights by Alaina B. Davalos
11 insights
Preserving Generational Wealth Video from Savant Wealth Management
Watch the video "Preserving Generational Wealth" to learn expert strategies about estate planning. Get practical tips from Savant…
Gifting Money to Family | On Demand Webinar
Watch the video "Gifting Money to Family: Minimizing Uncle Sam's Cut" to learn expert strategies on gifting money…
Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management
Watch the video "Tax Strategies for High-Net-Worth Investors" to learn expert strategies on taxation. Get practical tips from…
Estate Planning 101 [On-Demand Webinar]
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with…
How to Settle Your Parent’s Estate Video from Savant Wealth Management
Watch the video "How to Settle Your Parent's Estate" to learn expert strategies on estate planning. Get practical…
Estate Planning for the Wealthy Video from Savant Wealth Management
Watch the video "Estate Planning for the Wealthy" to learn expert strategies on estate planning. Get practical tips…
What Went Wrong in Lord Penwood’s Estate Plan?
A lesson from Bridgerton Season Four shows how poor estate planning decisions can leave loved ones financially vulnerable,…
How to Serve as an Executor Video from Savant Wealth Management
Watch the video "How to Serve as an Executor" to learn expert strategies on estate planning. Get practical…
Estate Planning: Beyond the Basics Video from Savant Wealth Management
Watch the video "Estate Planning: Beyond the Basics" to learn expert strategies on estate planning. Get practical tips…
Who Pays the Bills When Mom and Dad Pass Away?
Losing a parent is emotionally overwhelming, yet practical responsibilities quickly follow. Managing bills, the family home, and financial…
Six Steps to Help Preserve Your Wealth Through Lifetime Gifting
Estate taxes can significantly reduce the wealth you leave to your heirs. With looming tax changes, consider lifetime…
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