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Wealth Management Advisor in Duluth, GA

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

Wealth Management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, some individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.

Manage Your Wealth To Plan For Future Needs 

As a Financial Planner and Accredited Wealth Management Advisor (AWMA®) designee, I work as the overall Advisor with my clients, stepping into their shoes and delivering holistic financial solutions to individual clients and area companies in conjunction with a highly credentialed and experienced team of advisors backing me up. This team may include the client’s personal CPA and/or attorney. Products and services are offered through Cetera Advisor Networks as well as some of the largest investment and insurance companies in the world.

As a Series 65 Investment Advisor Representative, I manage long-term money for a fee. I do this through both third-party asset managers and creating portfolios that I manage.

As a Series 7 General Securities Representative, I can purchase or sell securities products on behalf of clients. These include stocks, bonds, mutual funds, options, direct participation programs and variable contracts.

Wealth Management FAQs

A: Most people work with eight to twenty advisors; CPA, attorney, banker, mortgage broker, Home & Auto insurance, Life insurance, 401k, personal investments, sometimes even a brother-in-law. Unfortunately in most instances, no one is helping coordinate all these areas so they work together efficiently. Wealth Management takes on the task of coordination and planning. A wealth management advisor may also function in insurance, investment and other areas based on your circumstances.
A: This is somewhat age dependent, but topics may include: social security, charitable giving, education planning, RMD’s, estate planning, business exit planning, benefits planning, and tax savings. More traditional topics would be investing, insurance, and financial planning.
  • Fee-Based Asset Management
  • Trust Services
  • Security Backed Lines of Credit
  • Brokerage Accounts

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Mutual Funds -

Third Party Asset Managers – Advisory Programs

For a complete list please contact us at (678) 473-6735 or [email protected]