Canton Wealth Partners
1243 Canton Street, Roswell, GA 30075
About the Business
Canton Wealth Partners is a leading financial institution located at 1243 Canton Street in Roswell, Georgia, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Canton Wealth Partners is committed to providing top-tier financial services tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Hours open
Monday:
8:30 AM - 4:00 PM
Tuesday:
8:30 AM - 4:00 PM
Wednesday:
8:30 AM - 4:00 PM
Thursday:
8:30 AM - 4:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have worked with Matt and Angela for close to two decades and have always been exceptionally pleased with the financial guidance as well as the thorough professional service they have provided. Not only have they significantly helped drive my financial growth but have also guided me in areas like connecting with strong tax accounting services and trust fund creation contacts. They are always incredibly responsive and proactive, yet very personable. Highly recommend working with this team!"
"David Combs is amazing. His knowledge of the industry and his professionalism is above and beyond! The company creates a customer personal relationship that can’t even be compared to others! Finally, our investments are managed meticulously and they make smooth transitions for investment changes! Kudos to Angela Moore for always being immediately responsive to our emails and calls."
"Canton Wealth Partners has been a great team to work with managing my retirement investments. Consistent, responsive, and worthy of your trust. Thank you Dave Combs for many years of partnership in attaining my financial goals."
"Simply a great financial organization with great people that have set the standard for doing business in this market and putting customers first. You can’t do any better. On a scale of 1-5 I give them a 6+. Dave Combs has managed my investment portfolio for over 15 years, first with Merrill Lynch now as a key member of Canton Wealth Partners. I consider him both a friend and as my personal financial advisor. Constant customer engagement is his motto and the results show."
"I met Dave Combs in 2010 while he was working at Merrill Lynch to learn how to better manage my portfolio. Little did I know how valuable the first meeting was. Dave helped me understand how a diversified portfolio can spread funds across a variety of investments and asset classes to reduce risk and potentially lead to higher return. In addition, he helped me understand the benefits of developing a trust fund that provides financial, tax, and legal protections for individuals. Working with Dave goes beyond financial advice and education. My husband and I appreciate his friendship that goes above and beyond. We were delighted to hear he and his partner created their own firm. Their service continues to exceed all expectations personally and professionally."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Affluent Investor
- Asset Protection
- Business Succession Plan
- Diversification
- Estate Planning
- Estate Tax Planning
- Family Office
- Family Office Services
- Financial Advisor
- Financial Planning
- Generation Planning
- Gift Planning
- Goal Setting
- High Net Worth
- Inheritance Planning
- Investment Performance
- Investment Strategy
- Investments Growth
- Legacy Planning
- Long Term Care
- Portfolio Optimization
- Private Wealth
- Retirement Income
- Retirement Planning
- Returns Optimization
- Risk Management
- Tax Planning
- Trust Administration
- Wealth Creation
- Wealth Management
- Wealth Preservation
- Wealth Transfer
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