TOP 30 Generational wealth in Atlanta, Georgia

119 results found

Sadoti Wealth Management Group is a premier finance institution located in Atlanta, Georgia. With a focus on providing personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Sadoti Wealth Management Group offers tailored strategies to meet your specific needs. Visit us at 2859 Paces Ferry Road Southeast to learn more about how we can help you secure your financial future.

Derrick Rivera - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 825 Juniper Street Northeast, Atlanta, Georgia, United States, offers a wide range of financial services and expertise. Derrick Rivera holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, providing clients with the highest level of knowledge and professionalism in the finance industry. Derrick Rivera is dedicated to helping individuals and businesses achieve their financial goals and secure their futures."

Centient Wealth Solutions - Ameriprise Financial Services, LLC is a finance institution located at 825 Juniper Street Northeast, Atlanta, Georgia, United States. They are the recipient of the Ameriprise Client Experience Award in 2023. The institution focuses on inspiring a more confident future through a collaborative advisory experience, prioritizing integrity and their clients' interests. They aim to build meaningful relationships with a family-focused client experience to help realize their clients' dreams. Centient Wealth Solutions strives to achieve abundance in the lives of the people they serve, making a positive impact in their communities. Their financial advisors are individually registered to do business in certain U.S. states, and they offer consultations to discuss what is most important to their clients. Please refer to their website for more information on their background, qualifications, and important disclosures.

Beth Dale - RBC Wealth Management Financial Advisor is a premier financial institution located at 3550 Lenox Road Northeast in Atlanta, Georgia. As a trusted advisor in the finance industry, Beth Dale provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Beth Dale - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Inlight Wealth is a prestigious finance institution located at 1175 Peachtree Street Northeast in Atlanta, Georgia, United States. We specialize in providing expert financial services and advice to help our clients achieve their wealth management goals. Our team of experienced professionals is dedicated to helping individuals and businesses make informed decisions to secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

PROCARIAN WEALTH ADVISORS - Ameriprise Financial Services, LLC, located at 6285 Barfield Road in Atlanta, Georgia, is a finance institution that focuses on helping clients achieve their financial goals. With a strong emphasis on personalized service, we tailor investment recommendations and portfolio strategies to each individual's goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts strategies as needed to accommodate life changes. Clients can easily access their investments and track progress towards their goals from any device, securely and conveniently. Background and qualification information for our advisors can be found on FINRA's BrokerCheck website. We offer a complimentary initial consultation to discuss how we can help you achieve your financial objectives. Our financial advisors are registered to do business in certain U.S. states, and additional details can be found on their personal websites or on FINRA's BrokerCheck website.

UBS Private Wealth Management is a leading finance institution located at 3280 Peachtree Street Northeast in Atlanta, Georgia, United States. With a focus on providing personalized wealth management services, UBS caters to high-net-worth individuals and families seeking comprehensive financial planning and investment solutions. Their team of experienced advisors offers tailored strategies to help clients achieve their financial goals and secure their financial future. Trust UBS Private Wealth Management to provide expert guidance and support in managing your wealth effectively.

Conscientious Wealth Planning is a premier finance institution located at 1954 Airport Road in Atlanta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through thoughtful and strategic wealth planning. We offer personalized investment strategies, retirement planning, estate planning, and more to ensure our clients' long-term financial success. At Conscientious Wealth Planning, we prioritize transparency, integrity, and client satisfaction in all our financial services. Trust us to guide you towards a secure and prosperous financial future.

Bob Wang is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3353 Peachtree Road Northeast, Atlanta, Georgia, United States. Bob Wang holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, wealth transfers, estate planning, retirement planning, and investment fiduciary practices. Bob Wang is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Bob Wang today for expert financial advice and personalized wealth management services.

46 & 2 Wealth Partners is a top-tier finance institution located at 400 Galleria Parkway in Atlanta, Georgia. With a focus on providing personalized wealth management services to high-net-worth individuals and families, our team of experienced financial advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer comprehensive solutions tailored to your unique needs. Trust 46 & 2 Wealth Partners to guide you towards financial success and peace of mind.

Carson Wealth, located at 211 Perimeter Center Parkway Northeast in Atlanta, Georgia, is a finance institution dedicated to helping clients focus on the most important aspects of their lives both now and in the future. Since 2000, our financial advisors have been providing personalized wealth management services to help clients define their freedom and design a path to achieve their goals. Our team in Atlanta takes a holistic approach to wealth management, offering comprehensive strategies for wealth, estate, tax, charitable gifting, and investment planning. We are committed to bringing personal fulfillment and a lasting legacy to our clients, while also actively participating in the local community through events and fundraisers.

Eads & Heald Wealth Management is a leading financial institution located at 2100 Riveredge Parkway in Atlanta, Georgia, United States. Specializing in wealth management services, our team of experts is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and financial planning. With a strong emphasis on client satisfaction and long-term success, Eads & Heald Wealth Management is committed to providing top-notch financial services tailored to each client's unique needs. Trust us to guide you towards a secure and prosperous financial future.

Marguerite Pressley Davis LLC is a finance institution located at 303 Perimeter Center North in Atlanta, Georgia, United States. With statistics showing that 60% of small businesses are either losing money or just breaking even, the institution is dedicated to helping small businesses build generational wealth and achieve financial success. Marguerite Pressley Davis LLC offers expert financial guidance and support to help small businesses thrive, especially in the early stages when finances may not be a strong suit. Services provided include strategic finance leadership, business, accounting, and financial operational guidance, resources, and tools to improve and maintain financial health. Clients praise Marguerite for her ability to simplify complex financial matters and provide invaluable support. By working with Marguerite Pressley Davis LLC, small business owners can make more informed financial decisions, ultimately positioning themselves for long-term success. If you're ready to take your business to new financial heights and turn your dreams into reality, Marguerite Pressley Davis LLC is here to help.

Your Legacy Lawyer: Modern Estate Planning is a professional and efficient institution located in Atlanta, Georgia. Adam Taylor, the lead lawyer, provides wonderful service and turns estate planning into a positive experience for his clients. He takes the time to explain everything in detail and answer all questions, ensuring that each client's wishes are respected when it comes to distributing assets and making healthcare decisions. If you are considering estate planning, Your Legacy Lawyer is the place to go. Adam will work with you to develop a personalized plan that meets all your wishes and takes into account any complexities of your unique situation. Unlike internet wills and estate plans, working with Adam ensures that all legal considerations and family dynamics are taken into account. In addition to receiving a personalized Legacy Plan, clients will also receive a Legacy Plan binder to reduce stress and anxiety for their loved ones. All necessary information will be easily accessible in one convenient location. Contact Your Legacy Lawyer today to start planning for your future with peace of mind.

The Law Office of Paige Arden Stanley, L.L.C. is a trusted institution located in Atlanta, Georgia, offering personalized estate planning and estate administration services since 2009. Attorney Paige Stanley takes a proactive and innovative approach to assist clients in preparing wills, trusts, powers of attorney, and health care directives. With a focus on professionalism and respect, Paige helps individuals and families navigate the complexities of estate planning and administration. Clients praise her knowledge, efficiency, and dedication to protecting their assets and interests. Whether you are a new parent, a retiree, or simply looking to secure your future, Paige Stanley is committed to providing the peace of mind you deserve. Please note that the information on this website is for informational purposes only and does not constitute legal advice. To establish an attorney-client relationship, a written agreement with Law Office of Paige Arden Stanley, L.L.C. is required. Contact Paige Stanley for expert legal guidance in Estate Planning and Estate Administration in the State of Georgia.

Graham Estate Planning, located at 5447 Roswell Road in Atlanta, Georgia, is dedicated to helping individuals plan for the future and protect their assets for their loved ones. Led by Attorney Stephanie P. Graham, the firm specializes in all aspects of estate planning, from creating a Last Will and Testament to handling estate administration, probate, and litigation. Clients of Graham Estate Planning include family-oriented individuals, business owners, and retired corporate executives who understand the importance of planning ahead. Attorney Graham's commitment to her clients has earned her the prestigious role of Fulton County Probate Court Administrator, ensuring that estates are handled efficiently and fairly.

Galat Law Group, located at 2859 Paces Ferry Road Southeast in Atlanta, Georgia, is dedicated to helping individuals and families make the most of their wealth and assets. With a focus on protecting family legacies and ensuring peace of mind, our experienced and tenacious team is committed to providing comprehensive estate planning services. We believe in the importance of preserving all five major types of capital - financial, educational, relational, reputational, and spiritual - for future generations. Whether you need assistance with estate planning, asset protection, or tax advice, our professionals are here to help. With a track record of satisfied clients and a reputation for excellence, Galat Law Group is the right choice for planning your future and beyond. Contact us at our office at 2859 Paces Ferry Road SE, Suite 1140 in Atlanta, Georgia, to learn more about how we can help you secure your legacy and protect your family.

Norris Legal Family Office is a prestigious institution located at 1100 Peachtree Street Northeast in Atlanta, Georgia, United States. Our team of experienced attorneys and legal professionals specialize in providing comprehensive legal services tailored to the unique needs of families. From estate planning and asset protection to family law and business succession, we are dedicated to helping our clients navigate complex legal issues with expertise and compassion. Trust Norris Legal Family Office to provide personalized, top-notch legal services for all your family's needs.

Shola Emmanuel Music | Party Cities Saxophonist is a unique institution located at 3360 Steve Reynolds Boulevard, Duluth, Georgia, United States. Specializing in Afrobeat Jazz, Shola Emmanuel is a talented saxophonist who can bring a touch of elegance and soul to your next event. Whether it's a birthday party, wedding, or corporate holiday celebration, hiring a solo saxophonist with backing tracks can make your event truly memorable. With a blend of traditional African rhythm and western style pizzazz, Shola Emmanuel's music is warm, soulful, and sure to delight your guests. As an experienced saxophonist who has performed around the world with renowned artists, Shola brings a wealth of musical expertise to every performance.

WY Table Tennis, located at 3230 Woodward Crossing Boulevard in Buford, Georgia, is a premier table tennis institution founded and coached by Olympian Yue (Jennifer) Wu. With an impressive list of achievements including winning gold medals at the 2015 Pan Am Games and reaching the top 8 at the 2017 World Championships, Wu is dedicated to passing on her knowledge and skills to the next generation of American table tennis players. As a member of the USATT High Performance Committee board, Wu brings a wealth of experience and expertise to her coaching. She has coached top players such as Amy Wang and Stephanie Shih, both former members of the USA women's team. Whether you are looking to pursue a professional career in table tennis or simply enjoy the sport as a hobby, WY Table Tennis is the best choice for expert coaching and training.

Gonzales & Gonzales Bonds and Insurance Agency, Inc. is a renowned institution located on Adah Lane in Atlanta, Georgia, United States. Specializing in immigration bonds, our experienced agents have been helping individuals reunite with their loved ones who are in Immigration custody for over 75 years. We understand the stress and fear that comes with such situations, which is why we are dedicated to providing support and guidance throughout the process. Our website offers a wealth of informational resources on various topics such as cash bonds, finance bonds, DHS cash receipts, and more. We want our clients to feel informed and empowered, not overwhelmed. Additionally, we provide resources on detention center locations, information, and frequently asked questions for those with loved ones in custody with the Department of Homeland Security.

Ken Whitley - Raymond James is a finance institution located at 2839 Paces Ferry Road Southeast in Atlanta, Georgia, United States. We specialize in providing customized services for discerning clients, offering a team approach to financial planning with a broad scope of experience. Our priority is understanding each client's unique circumstances to create a distinctive plan that serves as a roadmap for their financial journey. WealthView Partners, a division of Ken Whitley - Raymond James, focuses on wealth management consulting for affluent investors, designing, implementing, and monitoring personalized plans to enhance, preserve, and transfer family wealth. With a limited number of clients, we are able to deliver exceptional service and meet complex financial needs. Our team of professionals from various financial disciplines offers a wide range of services to help clients with all their financial planning and wealth management needs.

Charles Schwab is a renowned financial institution located at 3260 Walton Riverwood Lane Southeast in Atlanta, Georgia, United States. Known for its exceptional financial services and investment options, Charles Schwab offers a wide range of products to help clients achieve their financial goals. With a reputation for excellent customer service and expert financial advice, Charles Schwab is a trusted institution for individuals looking to manage their wealth effectively.

Narwhal Capital Management is a finance institution located in Marietta, Georgia, United States. For over 25 years, we have been providing custom investment portfolios and transparent financial advice to multi-generational families and up-and-comers in the Atlanta area and beyond. We believe in transparency through education, keeping our clients informed about their financial health every step of the way. Our services include individualized portfolios, in-house research, and disciplined allocations.

Capital Investment Advisors is a finance institution located at 10 Glenlake Parkway Northeast in Atlanta, Georgia, United States. Our advisors specialize in Income Investing and work with the mission to help families retire sooner and happier than they ever thought possible. Schedule your complimentary portfolio income review today to start planning for a secure and fulfilling retirement. Since 1996, our fee-only wealth management firm has been dedicated to simplifying the complexities of finance and providing customized plans for each unique family. With offices in Tampa, Denver, Phoenix, and throughout the United States, our team is committed to helping clients find happiness in retirement.

The Alder Financial Group, located at 300 Galleria Parkway in Atlanta, Georgia, is a finance institution specializing in retirement planning. With 25 years of experience, our team of advisors is dedicated to guiding individuals towards financial independence. We understand the emotional and stressful nature of retirement planning, and view it as a journey with a starting point and ultimate destination. Just as you rely on a GPS to navigate unfamiliar areas, let Alder Financial be your partner in navigating your journey to retirement. Our personalized approach sets us apart from traditional financial advisors, as we prioritize building trust and always acting in the best interest of our clients. Our boutique setting allows us to provide one-on-one guidance tailored to your unique needs. Whether you are just starting to plan for retirement or are in the midst of it, we are here to help you stay on top of important financial matters that can impact your future.

Balentine is a finance institution located at 3344 Peachtree Road Northeast in Atlanta, Georgia, United States. With 35 years of wealth management experience, we offer a holistic, solutions-focused approach to financial planning. Our model-driven approach aims to provide consistent, long-term results for your unique wealth situation. We help wealth creators plan for the future, preserve their wealth, and perpetuate their legacy through customized solutions that address personal, family, and business matters. At Balentine, we believe in understanding the why behind the management of money and strive to help our clients build a meaningful legacy for future generations. Our team of experts prioritizes your relevant planning areas and provides a global view of your financial picture to help you navigate your financial journey. Choose Balentine as your trusted advisor to guide you through what matters most and propel the wealth you've created for generations to come.

Sander Abernathy is a reputable finance institution located at 44 Krog Street Northeast in Atlanta, Georgia, United States. With a strong focus on providing top-notch financial services to its clients, Sander Abernathy is known for its expertise in investment management, wealth planning, and financial advisory services. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Sander Abernathy is committed to providing personalized and comprehensive solutions to meet your needs.

Merrill Lynch Financial Advisor Lei Shan is a respected finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With over twenty years of experience working with prestigious financial firms such as Goldman Sachs and Credit Suisse, Lei Shan specializes in providing personalized financial advice to wealthy families and institutions. Lei holds an MBA from Duke University and a Master of Science in Molecular Biology from Vanderbilt University. She has been recognized in publications such as Atlanta Journal Constitution and Women's World for her expertise in the field. Lei is actively involved in volunteer work, supporting organizations such as Habitat for Humanity and the Atlanta Day Shelter for Women and Children. Fluent in Chinese, Lei is dedicated to helping clients achieve their financial goals through customized and holistic planning. As a Merrill Lynch Wealth Management Advisor, Lei focuses on building personalized investment strategies tailored to each client's unique needs and aspirations. With access to the resources of Bank of America, Lei works closely with clients to help them navigate the complexities of the financial markets and plan for the future. Whether you are saving for retirement, funding a child's education, or preparing to pass on your wealth to future generations, Lei Shan is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Lei Shan today to start planning for a secure financial future.

Cetera Investors is a finance institution located at 2300 Windy Ridge Parkway Southeast in Atlanta, Georgia, United States. With 43 fully staffed branch offices, Cetera Investors offers financial advisors the opportunity to have a strong local presence while maintaining ownership of their book and independence. The institution provides resources and best practices to help advisors identify areas with growth potential and attract new clients. They offer support in planning succession, marketing, advertising, and staying connected with clients. Cetera Investors also provides access to qualified client leads, asset allocation guidance, and ready-made portfolios.