Member Spotlight: Dave Polstra

09-24-2018 · Tocqueville Society · Ivan Allen Circle


 Dave Polstra has been a Tocqueville Society and Ivan Allen Circle member since 2010, and he currently serves on the Tocqueville Cabinet as Chair of the Creative Giving Committee. As Co-Founder of Brightworth, Dave brings more than 30 years of experience, wisdom and insight in the wealth management field.

A personal Wealth Advisor to high-net-worth families since 1981, Dave provides comprehensive financial and investment advice, specializing in retirement transition planning, executive compensation, estate planning and charitable planning. He is a well-known speaker at national conferences, where he teaches retirement plan distribution and wealth transfer strategies to attorneys, CPAs and financial advisors.  

Dave currently serves on the board of the Atlanta Estate Planning Council. He is also the past chairman of the board of Eagle Ranch Children’s Home and the Eagle Ranch Foundation. He currently serves as chairman of the board for Medical Missions Ministries (MMM), an organization that provides free medical care to the poor living in rural Guatemala. In 2011, Dave received the Global Community Impact Award from Invest in Others Charitable Foundation for his work with MMM.

Dave and his wife, Betsy, have three adult children and are active members of Perimeter Church in Johns Creek. His hobbies include jogging, waterskiing, wake surfing and vineyard cultivation.