We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We are a team specializing in investment management for high-net worth individuals and families, as well as corporate retirement plans for privately-held companies. For individuals and families, our clientele consists of people who are accumulating and growing their wealth, as well as those who are already retired and drawing income from their assets. For privately-held companies, we specialize in company 401(k) plans for growing firms in and around the Atlanta metropolitan area.
