With over 65 years of combined experience
in the financial consulting industry…
With over 65 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients. We assist clients in the attainment of their life ambitions and the management of their wealth. Simply stated, we help our clients accumulate, distribute, preserve and ultimately transfer their wealth. In order to do this we focus on our clients’ life events and assist our clients in articulating their goals and defining their objectives. We have developed a process based on a checklist of wealth management issues which helps our clients prepare and plan for their specific life events.