Bruce Wing's Company Details
Alpharetta, GA, US • 5 - 9 Employees
Financial Services
Strategic Wealth, LLC is a fee-based financial planning and business consulting firm located on the north side of Atlanta. We work with many different types of clients and have a focus on small and medium-sized business owners. In addition to our fiduciary relationship to investment management, what makes us unique is our knowledge and expertise regarding tax planning and expense management - particularly for business owners - to help clients achieve their financial goals.
Retirement
Estate & Charitable Planning
Business Succession
Buy-Sell Agreements
Financial Planning
Retirement Planning
Deferred Compensation
Restricted Property Trust
Captive Insurance Companies
401(k)
Life & Disability Insurance
Executive Bonus Plans
Business Expense Reduction
Tax Credits
Estate & Charitable Planning
Life & Disability Insurance
Estate & Charitable Planning
Life & Disability Insurance