FINANCIAL WISDOM PASSIONATELY APPLIED

We have come to find that most high-net-worth individuals value a second opinion. It can be beneficial to have someone see if the guidance you are receiving is still aligned with your goals, time horizon and risk tolerance, and that there are no gaps in your plan.

We offer a complimentary and confidential second opinion. We can either confirm you are on track for meeting your goals or offer our analysis and recommendations, including referring you to an advisor who we believe would best fit your needs.

To arrange for a complimentary and confidential consultation, please complete the form or call us at 404.564.9090.

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There is no assurance that any investment strategy will be successful. Investing involves risks including the possible loss of capital.
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GUIDANCE FOR EACH STAGE OF LIFE

Addressing your different needs along life's journey

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NOT YOUR ORDINARY EVENTS

Creative ways we
engage our clients

+


DIVERSELY CAPABLE

Credentialed across
multiple disciplines

+


A SHARED PASSION

A tight-knit team
totally dedicated to
serving you

+


HIGHLY COORDINATED

Holistic collaboration with
your CPA and attorney

+


THE RESILIENCE OF GINKGO BILOBA

Our logo reflects
our philosophy

+

GUIDANCE FOR EACH STAGE OF LIFE


Addressing your different needs along life's journey

LEARN MORE


NOT YOUR ORDINARY EVENTS


Creative ways we engage our clients

LEARN MORE


DIVERSELY CAPABLE


Credentialed across multiple disciplines

LEARN MORE


A SHARED PASSION


A tight-knit team totally dedicated to serving you

LEARN MORE


HIGHLY COORDINATED


Holistic collaboration with your CPA and attorney

LEARN MORE


THE RESILIENCE OF GINKGO BILOBA


Our logo reflects our philosophy

LEARN MORE