Work with a Team that Redefines Wealth Management
Ask ten investors to define wealth management. Then, ask ten “wealth managers” to do the same. You will almost certainly get 20 different answers, with most heavily focused on investing.
As a client of Atlanta Financial, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. In order to “Make Life’s Journey Richer,” we must cultivate those riches.
We define wealth management as a formula where:
Investment Consulting is the astute management of your investments over time to help you achieve your financial goals.
Advanced Planning goes beyond investments to look at all the other aspects that are important to your financial life. We break it down into four parts: wealth building, retirement income & distribution planning, tax reduction planning and legacy planning. In our experience, very few financial advisors offer all of these services.
The final element is Relationship Management. As wealth managers, we focus on building relationships with three groups:
- Our Clients: To meet their needs effectively, we have to have solid, trusting relationships with them.
- A Network of Financial Professionals: Essentially these are specialists that we can call in to make recommendations on specific advanced planning needs.
- Our Clients’ Other Professional Advisors: We work with our clients’ attorneys, accountants and business or personal advisors.
Atlanta Financial's Total Wealth Management Approach
When we bring all of the pieces together, each client gets an individualized approach that looks something like this:
To receive a complimentary second opinion on your finances and learn about the impact wealth management can have for you and your family, simply Request a Second Opinion or contact us at firstname.lastname@example.org or 770.261.5380.