fbpx

Press Mentions

Below is a selection of Press mentions of Paces Ferry Wealth Advisors. All content is courtesy of the original creators.


5 Things to Understand About Wealth Transfer

From gifting money to children to transferring ownership of a home, it’s important to understand some parameters for the best way to pass on inheritance.

One reason some people focus on building wealth over a lifetime is to be able to pass along resources and provide opportunities to their children and grandchildren. But it takes time and planning — as well as conversations about expectations and shared values — to have this transfer work well for everyone.

The concerns about wealth transfer vary, from worrying about estate taxes to keeping a home in the family. So what is the best way to pass on an inheritance and set up an estate transfer the way you want? Consider these steps.

Continue reading

Writing a Will, Estate Planning and Financial Documents: DIY or Pro

The internet offers lots of DIY estate planning and financial tools, such as an online will maker and guides for advanced directives. Should you learn how to make a will for free and create your own package of estate documents or should you hire professional help? These considerations can help.

A husband and wife came to Zach Morris, co-founder of the Atlanta-based Paces Ferry Wealth Advisors, after completing an online will maker. Upon reviewing the documents, Morris, whose firm is a registered investment advisor with the SEC, realized that they had each decided to leave $10,000 and their dog to their best friend. But the will didn’t state what to do with the animal (or the money) if the friend died before them — meaning the couple could have accidentally left their pet and $20,000 to their best friend’s next-of-kin.

It was a small error, but one that illustrates the risks of taking a DIY route for financial and estate planning. “When you’re talking about legal terms, it’s really something that you want to get right,” Morris says.

Continue reading

Was It Worth It? Advisors Reflect on Joys and Pains of Moving

by: John Kimelman

Reading the trade press and the almost daily deluge of advisors jumping from firm to firm, you might think switching firms is a quick and easy task.

But regardless of whether you’re going independent, joining another wirehouse or shifting to a regional firm, moving presents enormous risks to advisors who want to preserve their book of business and transition assets while also avoiding legal trouble from their former firm or ending up at the wrong place.

Three advisors who moved since last summer and agreed to speak to AdvisorHub about their move generally report that the process has gone smoothly thanks to careful planning, patience in dealing with unexpected surprises and a loyal client base who was willing to follow.

Continue reading

What Is Impact Investing and Why Does it Matter?

Impact investing allows you to put your money where your mouth is, and help the world in the process.

by: Brian O’Connell

Impact investing is everything the name implies – it’s all about investments in companies that make a positive impact on society and on their communities.

No question, investing in Environmental, Social and Governance (ESG), the more formal name for impact investing, has both rewards and risks, but that’s not stopping legions of investors from getting involved.

According to the Global Impact Investing Network, the global impact investment market stands at $502 billion in 2019.

Expect that figure to rise as more investors (especially younger ones) decide that “doing well by doing good” is their go-to investment strategy going forward, and as impact investing becomes their investment model of choice.

Continue reading

Tru Independence Nabs $200M Team, Eighth Addition This Year

by: Kerri Anne Renzulli

Tru Independence’s hot streak shows no sign of slowing. The breakaway consulting company, which began in 2014, has assisted more than 20 firms launch or maintain their independent advisor business with nearly half that total happening this year alone.

Its latest addition is a new RIA, Paces Ferry Wealth Advisors, in Atlanta, Georgia. Founded by a pair of former J.P. Morgan Securities advisors, Jeff Diamond and Zachary Morris, the RIA will cater to high-net-worth individuals, entrepreneurs, business owners and foundations. They managed $200 million in assets at their previous employer.

Continue reading

Ex-JPM advisors managing $200m launch Atlanta RIA

Jeff Diamond and Zachary Morris have left JPM Securities to set up an independent RIA.

by: Ian Wenik

Continue reading

2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

Best Financial Advisors in Atlanta

PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.