Atlanta Wealth Management Inc

Information may not be reliable

How Confident Are You That Your Money Will Last Through Retirement?
Atlanta Wealth Management, Inc. is an independent fee-only financial planning and investment advisory firm that works with affluent families and individuals and charitable organizations in metro Atlanta. We help individuals increase their likelihood of getting through retirement without running out of money, while accomplishing their other most important goals—like educating their children, or charitable giving.

We also provide fiduciary education and other services for trustees of personal trusts and directors and investment committee members of foundations and endowments. If you are such a fiduciary learn more by clicking For Fiduciaries.

If you are an individual, we believe you’ll discover the following advantages to working with us when comparing our firm to others: We use a Goal-Driven planning process. This means our first job is to learn what's most important to you in life. Then, together, we create a financial plan designed to give you increased confidence that you will achieve your most important life goals. We often create separate portfolios for accomplishing each goal. Then, over time, we report where you stand on achieving your long-term goals—rather than just focusing on most recent short-term investment performance.
Our investment process is based on recognized standards and best practices called the Global Fiduciary Standards of Excellence developed by the Foundation for Fiduciary Studies. We believe you’ll find Atlanta Wealth Management to be among the very few firms in metro Atlanta that use this process with individual investors. We embraced these standards because we believe they are in your best interests, and to give you some assurance that our investment process is among the best available anywhere.
We offer an intimate client relationship that you will not find at larger firms, banks, and brokerages. We enjoy getting to know our clients, building friendly relationships, earning client trust, and helping people achieve their goals.

To learn how we can help you gain increased confidence in accomplishing your goals, please go to Services. Or, to learn about our business philosophy go to Philosophy. Also, be sure to learn about the complimentary Portfolio Checkup available to qualified Atlantans, as well as 2010 Roth IRA Conversion Preliminary Assessments.

The information contained on this web site has been obtained from sources believed to be reliable, but AWM does not guarantee the accuracy, completeness or relevance of any information contained herein, including that provided by any unaffiliated third party, whether linked to AWM's web site or incorporated herein. By providing links to other sites, AWM does not guarantee, approve or endorse the information or products available at those sites nor does a link indicate any association with or endorsement by the linked site to AWM. Past performance is no guarantee of future results.