We are a full service wealth planning and investment firm serving the Middle Georgia region. We help our clients with portfolio management, retirement planning, estate planning, and tax reduction strategies. In addition to helping families, we also engage in business consulting, particularly helping business owners select the right retirement plan.
Each client's individual needs and goals are assessed through a discovery process, and then prioritized.
Our advisors build portfolio models from team research, bringing in different types of money managers to provide the best risk/return balance for the client.
Our team monitors market conditions to determine when changes need to be made, and we meet regularly with clients to assess their changing needs.
This process gives us a better understanding of what our clients want and how to help them plan.
Our client's portfolios become actively managed, custom solutions unique to them.
Our clients feel comfortable and stay committed to their goals, knowing that through active management we are minimizing volatility and seeking growth.