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Individuals

Are you confident that your current financial strategy will allow you to reach your goals?

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Trustees

Are you confident that you understand your legal investment responsibilities and are fulfilling them as well as you could be?

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Foundations

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Atlanta Wealth Management, Inc. is an independent fee-only financial planning and investment advisory firm that has been serving Atlanta families and individuals for more than twenty years. As our FIDUCIARY PROCESS MATTERS® slogan strives to convey, we seek to enhance the investment results of each client by employing a fiduciary investment process as we work together.

Atlanta Wealth Management also provides fiduciary education, investment policy development, and assessments of investment fiduciary practices to help trustees of personal trusts and private foundation investment committee members evaluate and improve their current investment process. These services are based on a set of investment fiduciary Prudent Practices® developed by the Center for Fiduciary Studies™ and reviewed by the American Institute of Certified Public Accountants (AICPA).

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Atlanta Wealth Management, Inc.
2277 Peachtree Road NE
Atlanta, GA 30309-1167
Phone 404 713 0247

Email: dboone@atlantawealth.com