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.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.


The most difficult thing is the decision to act, the rest is merely tenacity.
Amelia Earhart