TOP 30 Wealth management companies in Atlanta, Georgia

147 results found

Atlanta Business and Estates Law is a reputable law firm specializing in providing legal services for businesses and individuals in the Atlanta area. Located at 3883 Rogers Bridge Road in Duluth, Georgia, their team of experienced lawyers offers expertise in business law and estate planning. Whether you need assistance with forming a business entity, drafting contracts, or creating a comprehensive estate plan, Atlanta Business and Estates Law is dedicated to providing personalized and effective legal solutions for their clients. Trustworthy, professional, and knowledgeable, they are committed to helping you navigate the complexities of the legal system with confidence and peace of mind.

Atlanta Life Insurance Co: Cooper Mark is a historic institution located at 100 Auburn Avenue Northeast in Atlanta, Georgia, United States. As the only remaining Black-founded and owned insurance company in the country, we have a rich heritage of power, perseverance, family, and community. Our institution operates a thriving Group reinsurance business and is expanding to offer an Individual Life insurance program in the near future. For over a century, Atlanta Life has helped policyholders build wealth for their families. Through a new partnership with EquiTrust Life Insurance Company, a Magic Johnson Enterprises company, we are expanding our offerings to ensure that the path to wealth is accessible to all.

Cascade Management Group is a finance institution located at 1133 Cascade Road in Atlanta, Georgia, United States. With a focus on providing expert financial services and guidance, Cascade Management Group is dedicated to helping individuals and businesses achieve their financial goals. From investment management to financial planning, their team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Trust Cascade Management Group to navigate the complexities of the financial world and secure a stable financial future.

One Atlanta Tax Solutions is an accounting and finance institution located at 1275 Shiloh Road Northwest, Kennesaw, Georgia, United States. They specialize in providing expert tax advice, strategic planning, and tax mitigation services for high-net-worth individuals and high-income earners. With a team of qualified professionals, they offer sophisticated tax strategies such as the OATS Leveraged Ownership Strategy, Charitable Limited Liability Company, Deferred Sales Trust, and more. These strategies are designed to help clients preserve their wealth, minimize tax burdens, and navigate the complexities of tax laws. Schedule a meeting with one of their tax professionals to start your tax savings journey today.

Lifestyle And Wealth Insurance Group is a premier insurance agency located at 3500 Lenox Road Northeast in Atlanta, Georgia. Our dedicated team of professionals is committed to providing top-notch insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, health, or wealth management, we have you covered. With a focus on customer service and satisfaction, Lifestyle And Wealth Insurance Group is your trusted partner in protecting your assets and securing your future. Contact us today to learn more about our comprehensive insurance offerings.

New York Life Insurance Company, located at 5909 Peachtree Dunwoody Road, Atlanta, Georgia, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs, helping you grow your financial security and peace of mind. They have been in the business of doing good since 1845, upholding values of diversity, responsibility, and service. As the largest mutual insurer in the U.S., they operate for the benefit of policy owners, paying out dividends and maintaining the highest financial strength ratings.

AmeriLife of Atlanta, LLC, located at 8300 Dunwoody Place in Atlanta, Georgia, is a finance, health, and insurance agency dedicated to providing affordable insurance and retirement solutions to help individuals live longer, healthier lives. Since the early 1970s, AmeriLife agents have been working closely with clients to understand their needs and fears, offering a wide range of quality annuity, life, and health insurance products from over 70 carrier partners. With nearly 60 offices across the United States and a commitment to helping people live happier and healthier lives, AmeriLife is continuously growing and expanding into new markets. If you are interested in a career with AmeriLife, consider joining their team.

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Reveal Wealth in Atlanta, located at 55 Ivan Allen Junior Boulevard Northwest, offers a wide range of financial and insurance services. With permanent policies that guarantee a death benefit and cash value growth over time, the institution provides long-term coverage that is customizable to your needs and budget. You can also invest your policy's cash value in the market for potential gains. Reveal Wealth helps with everyday tasks, replaces lost income due to sickness or injury, and offers professionally managed investments with low fees. Whether you need insurance for yourself, your business, or your employees, the institution can create a tailored solution to meet your needs. With over 12,000 agents nationwide, Reveal Wealth is committed to providing best-in-class products and solutions that adapt to your changing needs. The institution has been in operation since 1845, upholding values of diversity, responsibility, and service. With a mission to make the world a better place, Reveal Wealth contributes to charitable initiatives and community engagement. Whether you're just starting to plan for your financial future or managing a complex situation, Reveal Wealth's agents can help you create customized solutions to meet your needs and budget. With a diverse workforce that reflects the communities they serve, Reveal Wealth is dedicated to helping individuals, families, and communities thrive.

Financial Feng Shui - The Black Wealth Company is an insurance agency located at 1055 Howell Mill Road in Atlanta, Georgia, United States. Our mission is to help black families create wealth and live financially free by utilizing "Living Benefits" life insurance policies. Join our email list to receive financial tips and tools, or attend our free life insurance workshop to learn more about this unique approach to financial planning. We also offer workshops on trading stocks and stock options, providing you with the knowledge and confidence to invest in the stock market. Our curated list of stock picks and strategies will help you grow your wealth while reducing risk. Our founder, Jerry Gordon, is dedicated to helping individuals navigate financial issues such as debt, retirement readiness, and family protection. Join our community and start building long-term wealth today.

High Ground Company, LLC is a boutique wealth and insurance consultancy located at 6120 Powers Ferry Road Northwest in Atlanta, Georgia. Specializing in financial planning and insurance strategies for high-wealth individuals and families, High Ground offers personalized services to help clients achieve meaningful success and protect their assets. With a focus on legacy planning, estate distribution, business transfer preparation, and property & casualty insurance, High Ground takes a comprehensive approach to wealth management. Unlike other firms driven solely by price, High Ground prioritizes building relationships and finding innovative solutions to complex financial issues.

AODÕ & COMPANY is a prestigious financial institution located at 950 Marietta Street NorthWest in Atlanta, Georgia, United States. With a reputation for excellence and expertise in financial services, AODÕ & COMPANY offers a wide range of investment and wealth management solutions for individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized financial guidance and strategic planning to help our clients achieve their financial goals. Visit us at our convenient Atlanta location to learn more about how AODÕ & COMPANY can help you secure your financial future.

Simon Financial Company is a finance institution located at 2480 Robinson Road Northeast in Marietta, Georgia, United States. Founded by Donald J. Simon in 1983, the company specializes in helping business owners increase cash flow, profits, and the overall value of their company using unique and proven methods. With over 330 business owners as clients, Simon Financial Company serves a diverse mix of individuals, companies ranging from blue collar to high tech, and professional groups. Donald Simon, the founder, holds a Certificate in Leadership from Harvard University/EDX®, and is a Certified Financial Planner (CFP) with the College for Financial Planning in Denver, CO. Additionally, he is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) with The American College in King of Prussia, Pennsylvania. With a B.A. in Business Administration from Oglethorpe University in Atlanta, Georgia, Donald is also the author of the book "The Zen of Personal Finance."

Small Business Accountant Atlanta, located at 212 Amy Overlook, Atlanta, Georgia, United States, specializes in accounting and finance services. With the potential to minimize your tax burden by $10k to $1M, we are dedicated to helping grow your profits. Our team of experts focuses on increasing profitability, preserving wealth from taxes, and enhancing your net worth. With over 15 years of experience, we offer tailored solutions to your tax, accounting, and business problems. We provide exceptional service to private companies and their owners, treating your business as if it were our own. Whether you are a small business, a large corporation, or a private individual, our services cater to your unique needs. Contact us today to experience our pricing guarantee and expert advice on maximizing your financial success.

Argent Trust Company, located at 4932 Lakeland Drive, Marietta, Georgia, is a leading independent client asset services firm offering trust administration, estate planning, investment management, and other fiduciary services. Operating under a Tennessee-domiciled trust charter, clients benefit from Tennessee's advantageous trust laws. With over 30 years of experience, Argent Trust Company is known for its professional trust management, wealth management, investment management, employee stock ownership plans, retirement plan administration, and more. With multiple locations across the United States, including Atlanta, Dallas, Nashville, and New Orleans, Argent Trust Company provides personalized financial services to individuals, families, businesses, and institutions. Contact an Argent professional today to begin a discussion about safeguarding your legacy and wealth.

Moore & Associates Wealth Management has now rebranded as Artisan Financial Strategies, located at 1125 Cambridge Square in Alpharetta, Georgia, United States. Specializing in finance, the institution is committed to providing professional advisors with objective and collaborative financial consulting services. With a focus on creating comprehensive financial plans tailored to individual needs, Artisan Financial Strategies is trusted by many Atlanta professionals for their expertise and commitment. Agents Meredith Moore and Adam Tolliver are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Meredith Moore is registered as an investment adviser representative under Eagle Strategies LLC, providing advisory services in multiple states. It is important to note that neither Artisan Financial Strategies LLC, Eagle Strategies LLC, nor NYLIFE Securities LLC offer tax, legal, or accounting advice. Residents of Georgia, Florida, New York, and South Carolina can benefit from the financial planning and oversight services offered by Artisan Financial Strategies.

New Atlanta Taxes is a reputable accounting and finance institution located at 1268 Georgia 138, Riverdale, Georgia, United States. With a combined 40 years of experience in finance and consulting, our team has worked with Fortune 500 companies such as Morgan Stanley and Regions Bank. Our former Vice President has overseen record-breaking projects and successfully managed multiple businesses, giving us a deep understanding of our clients' needs. At New Atlanta Taxes, we are dedicated to empowering our clients with the information and tools needed to succeed financially. Whether you are looking to save on taxes, start a new business, or purchase a home, our comprehensive consultation services can help you achieve your financial goals quickly and smoothly. Our individualized plans are tailored to your specific needs and include high-quality services to support your journey to success.

Arden Trust Company is a trusted finance institution located at 1360 Peachtree Street Northeast in Atlanta, Georgia, United States. With a strong reputation for reliability and expertise, Arden Trust Company offers a range of financial services to individuals and businesses, including wealth management, estate planning, and investment advisory services. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Visit Arden Trust Company today to discover how they can help you secure your financial future.

The Bridgeview Company is a leading finance institution located at 1579 Monroe Drive Northeast in Atlanta, Georgia, United States. With a focus on providing top-quality financial services to clients, The Bridgeview Company offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. From investment management to wealth planning, The Bridgeview Company is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, The Bridgeview Company is a trusted partner for all your financial needs.

OneWealth Investment Management, LLC is a finance institution located at 1954 Airport Road in Atlanta, Georgia, United States. At OneWealth, we prioritize our clients' interests above all else. We do not sell products, take commissions, or have hidden fees. Our personalized approach ensures that each client receives tailored advice and the highest level of customer service. We follow a strict fiduciary standard to guarantee that your financial well-being is our top priority. Download a sample client roadmap to see how we can help navigate your financial future. Remember, the wind and the waves are always on the side of the ablest navigator.

Waypoint Wealth Counsel is a leading financial institution located at 3715 Northside Parkway Northwest in Atlanta, Georgia, United States. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Waypoint Wealth Counsel is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to learn more about how we can help you navigate your financial journey.

Alpha Capital Management is a renowned finance institution located at 3630 Peachtree Road Northeast in Atlanta, Georgia, United States. With a team of experienced financial experts, Alpha Capital Management offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Alpha Capital Management is dedicated to providing personalized solutions tailored to your specific needs. Trust in Alpha Capital Management for expert financial advice and unparalleled service.

The Verdi Company is a reputable finance institution located at 741 Monroe Drive Northeast in Atlanta, Georgia, United States. With a strong focus on providing top-notch financial services to its clients, The Verdi Company offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. From investment management to wealth planning, The Verdi Company is committed to helping its clients achieve their financial goals. With a team of experienced professionals and a track record of success, The Verdi Company is a trusted partner for all your financial needs.

Argent Trust Company, located at 3475 Piedmont Road Northeast in Atlanta, Georgia, is a leading independent client asset services firm specializing in trust administration, estate planning, investment management, and other fiduciary services. With over 30 years of experience, Argent Trust helps individuals, families, businesses, and institutions safeguard their wealth and ensure their legacy. Operating under a Tennessee-domiciled trust charter, Argent Trust offers advantageous trust laws for clients across their corporate footprint. Services provided include professional trust management, wealth management, investment management, retirement plan administration, and philanthropic services. With multiple office locations across the United States, Argent Trust Company has a team of experienced professionals dedicated to helping clients achieve their financial goals. Contact an Argent professional today to begin a discussion about your financial needs.

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.

Cresset Family Office in Atlanta, formerly known as Berman Capital Advisors, is a prestigious finance institution located at 3445 Peachtree Road Northeast in Atlanta, Georgia. Recognized by Barron's for their exceptional services, Cresset offers a unique experience in wealth management for individuals, families, and institutional clients. Founded by Eric Becker, Cresset aims to provide the same level of resources and opportunities typically reserved for multi-billion-dollar families, but at a more accessible cost. With a focus on flexibility and independence, Cresset Family Office is dedicated to reinventing the way clients engage with their wealth. As a part of the Cresset Capital Management family, Cresset Asset Management, LLC and Cresset Partners, LLC are registered investment advisors offering a range of services in investment advisory, family office management, and more. Visit Cresset Family Office in Atlanta to discover a new approach to wealth management.

Emanuel Jones II, President & Financial Advisor at Jones & Co Wealth Strategies, LLC, located at 3150 Roswell Road Northwest, Atlanta, Georgia, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. This boutique financial firm prides itself on tailoring financial plans to match individual goals and ambitions, while staying relevant in today's financial environment. The team at Jones & Co Wealth Strategies provides practical education and step-by-step guidance to help clients better understand their finances. They offer hands-on support to help develop and implement strategies, ensuring clients feel confident in their financial decisions.

Margaret Graff - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 999 Peachtree Street Northeast in Atlanta, Georgia, offers a range of financial services to individuals seeking expert guidance in asset management, retirement planning, estate planning, and investment opportunities. Margaret Graff holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her commitment to upholding high ethical standards and providing comprehensive financial planning services. Specializing in wealth transfers, federal taxation, retirement planning, and estate planning for domestic partners, Margaret Graff is dedicated to helping clients achieve their financial goals. With a focus on personalized client assessment, risk management, and investment strategies, Margaret Graff is a trusted advisor for retirees, small business owners, and high net worth individuals. Contact Margaret Graff today to start planning for a secure financial future.

Rockefeller Capital Management, located at 3060 Peachtree Road in Atlanta, Georgia, is a renowned finance institution with a rich history spanning over seven generations of serving families, individuals, institutional investors, and corporations. With a commitment to innovation and excellence, we provide individualized service tailored to each client's unique needs and objectives. Our team of experienced professionals, guided by the principles established over 140 years of collaboration with the Rockefeller family, offers independent and strategic business advice to private and public companies. We strive to deliver insights and outcomes that set us apart in the investment community, constantly seeking new ways to pioneer the future of financial services.

Fritz Dlabik - TIAA Wealth Management Advisor is a reputable financial institution located at 280 Elizabeth Street Northeast in Atlanta, Georgia. As a trusted advisor, Fritz Dlabik provides expert wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and tailored advice, Fritz Dlabik is dedicated to helping clients navigate the complexities of financial planning and investment management. Trust in Fritz Dlabik - TIAA Wealth Management Advisor for professional, reliable, and comprehensive financial services in Atlanta.