Financial Services - Atlanta, Georgia, United States
As financial advisors our practice caters to the needs of business owners, families, retirees, professionals and high net worth individuals to help grow, protect, transfer and preserve wealth from one generation to the next in a tax-efficient manner – while trying to increase returns and reduce risk. We founded our practice on the ideals that ethics should govern everything that we do, and that customer service is paramount. Focusing on protection and growth of assets, while helping to reduce investment-related tax liabilities has served as a successful model and we plan to continue on that path.
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