About ATLANTA WEALTH MANAGEMENT, INC.
ATLANTA WEALTH MANAGEMENT, INC. is a leading financial advisory firm in Atlanta, Georgia. Their team of experienced professionals provides comprehensive wealth management services to individuals and families, helping them achieve their financial goals and secure their financial future.
How They Help Clients – Key Takeaways:
- Provide personalized and holistic financial planning
- Offer a wide range of investment options
- Utilize cutting-edge technology for portfolio management
- Implement tax-efficient strategies
- Provide ongoing education and support to clients
Facts and Insights:
Founded in 2005, ATLANTA WEALTH MANAGEMENT, INC. has established a strong reputation in the financial industry. They have consistently ranked among the top financial advisory firms in Atlanta and have earned the trust of their clients through their proven track record of helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $1 billion | 15 |
| 2015 | $1.5 billion | 20 |
| 2020 | $2 billion | 25 |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Charitable giving
Client Types:
ATLANTA WEALTH MANAGEMENT, INC. serves a diverse range of clients, including high-net-worth individuals, families, and business owners. They also work with corporate clients, providing retirement and benefits planning services for their employees.
Fees & Compensation:
As a fee-only firm, ATLANTA WEALTH MANAGEMENT, INC. charges a percentage of assets under management (AUM) as their fee. This fee structure aligns their interests with those of their clients, as they only earn more when their clients’ investments perform well. They have a transparent and straightforward fee schedule, ensuring there are no hidden fees or conflicts of interest.
Background:
The team at ATLANTA WEALTH MANAGEMENT, INC. consists of highly qualified and experienced financial experts, including Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs). They have undergone rigorous training and continue to stay updated with the latest industry trends and developments. This allows them to provide their clients with the most effective and personalized strategies to achieve their financial goals.
Financial Advisor Disclosures to Know:
ATLANTA WEALTH MANAGEMENT, INC. takes great pride in their transparency and disclosure policies. They provide all necessary information to their clients, including any potential conflicts of interest, fees, and risks associated with certain investment strategies. They also adhere to all industry regulations and codes of ethics to maintain the highest standards of professionalism and integrity.