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Private Wealth Management

Comprehensive financial services to fit you.


SETTING GOALS THEN EXECUTING THE RIGHT PLAN

Planning is critical in setting and then realizing goals for you and your family. Having a detailed and thorough plan in place now will involve you in the execution along the way and also make potentially challenging future events easier to navigate for loved ones. We will work closely with your estate attorney to confirm that your plans, goals, and wishes are properly documented then implemented.

MEETING RETIREMENT GOALS

Retirement should be an amazing event you look forward to. Having the foresight to plan with you, we enable you take control of your retirement journey now. During the financial planning process, we can discuss how you envision your retired life and chart a strategy path to get you there.

SAVING FOR EDUCATION

Start saving now as the costs of college education are constantly on the rise! The key to preparing for your child’s future is saving. We will help you navigate the opportunities, choose the right one for you and help you select the proper investment vehicles.

ASSESSING PROPER INSURANCE COVERAGE

Being prepared for the unknown shouldn't be a burden. We'll review your current insurance plan to determine if your coverage is sufficient to enabling your established financial goals.

Let's Talk

Set up a time to speak to one of our advisors
Don't take more risk than is needed

Creating your Paces Ferry Wealth plan and personalized investment strategy overseen by professionals enables you to make more informed decisions with increased confidence.

Your wealth plan is a calculated, comprehensive approach to managing risk, assets and your overall wealth so that we can best meet your individual goals. The plan will likely include cash management advice, taxation strategies, an estate structure, savings and investment strategy, all designed specifically for you.

EVERYONE HAS A RISK SCORE
WHAT'S YOURS?

We'll Help You Stay the Course.

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Providing precisely what is needed.

We start with your goals and work backwards to determine the appropriate amount of risk necessary to help you reach those goals. 

Risk can be an important tool when it’s properly aligned with your plan. Creating a Paces Ferry wealth plan and personalized investment strategy, overseen by our professional team, enables you to make better, more informed decisions with increased confidence.

Your wealth plan is a calculated, comprehensive approach to managing risk, assets and your overall wealth so that we can best meet your individual goals. The plan will likely include a combination of cash management advice, taxation strategies, estate structure, savings and investment strategy — all designed specifically for you.

Independence is the only way.

Being independent creates an elevated client experience. Through independence, we can continue to enhance the wealth management practices we have adopted throughout the years with the goal of meeting client needs. It also means we pair these practices with impartial investment research, best-in-class technology and a team of third party resources specifically selected to provide exceptional service for our current and future clients.

It's never too late to take the first step or get a second opinion.

We want to hear from you. To see if we're a good fit, we'd like to know more about what you're looking for in an advisor.

Fill out the following short form and we'll make time to sit down and talk about your unique situation.

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

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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.