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TOP 30 Estate planning attorney in Atlanta, GA
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Atticus Asset Management
Atticus Asset Management is a finance institution located at 1175 Peachtree Street Northeast in Atlanta, Georgia, United States. With additional offices in Colorado, Florida, and North Carolina, Atticus Wealth Management is a fee-only private client and institutional wealth management firm serving clients nationwide. Our team of investment managers and financial planners is dedicated to providing an exceptional investment experience tailored to each client's needs. Whether you're a high-net-worth individual, business owner, or trustee, Atticus Wealth Management offers customized, comprehensive wealth management services. We utilize modern technology and a team of experienced professionals to analyze investment opportunities, address concerns, and achieve financial objectives. Our client-focused approach includes a concierge service to build lasting relationships. As a registered investment advisor, Atticus Wealth Management offers a wide range of investment capabilities and market data access 24/7. Our Active Investor Services provide competitive interest rates on cash balances and advanced order routing systems for stocks and options. We also offer bond trading services with access to a team of institutional fixed-income traders. For clients interested in philanthropy, we assist in creating tax-efficient strategies to support charities and nonprofits. We work with attorneys, accountants, and other professionals to reduce estate and income taxes while providing charitable support.
Marc Gendell - Financial Advisor, Ameriprise Financial Services, LLC
Marc Gendell, a Financial Advisor at Ameriprise Financial Services, LLC, located in Atlanta, Georgia, is dedicated to helping clients achieve their financial goals. As a recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, Marc Gendell offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Marc Gendell works closely with clients to document their goals, track progress, and adjust strategies as life evolves. Clients can easily access their investments and accounts from any device, securely track their progress, and collaborate with Marc Gendell to plan for the future.
The Wooten Firm LLC
The Wooten Firm LLC is a boutique law firm located in Atlanta, Georgia, specializing in Estate Planning and Probate Administration. Our mission is to provide personalized and comprehensive legal solutions to protect your legacy and the well-being of your loved ones. Our experienced attorney, Tim Wooten, is dedicated to guiding you through every stage of estate planning, from drafting wills and trusts to navigating probate administration. With a client-focused approach, we ensure that each individual receives the attention and care they deserve. Tim Wooten, the founder of the firm, brings a wealth of experience and a deep understanding of estate planning and probate law. Educated at Erskine College and Georgia State University College of Law, Tim has a strong foundation in litigation and is recognized as a Georgia Super Lawyer. The Wooten Firm is committed to educating the community about estate planning, long-term care planning, and tax planning to empower individuals and families to make informed decisions for their future. Located at 4200 Northside Parkway NW, Building 12 in Atlanta, Georgia, The Wooten Firm has helped hundreds of families navigate the probate process and build strong estate plans to protect their legacy.
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