D-Squared Investments, LLC Email Format
Financial ServicesGeorgia, United States2-10 Employees
D-Squared Investments, LLC operates as a full-service financial services firm specializing in wealth management. Founded in 2012 by Deborah D. Lewis, CFP, and Walter C. Boleman, the firm emphasizes asset management that prioritizes affordability, transparency, and simplicity for clients. Located in Blue Ridge, Georgia, the company serves as a localized advisor offering guidance rooted in more than five decades of combined industry experience. Securities and advisory services are provided through Triad Advisors LLC and Triad Advisors, Inc., with the firm noting its non-affiliation with D2 Investment, LLC. The business targets individuals seeking diversified wealth management and meaningful client relationships within the financial services sector.