Home
Philosophy
Services
Portfolio Checkup
For Fiduciaries
Resources
Financial Briefs
Contact Us
Account Lookup
Experience
Disclosure
                                       FIDUCIARY PROCESS MATTERS® 

How Is Recent Market Volatility Affecting Your Financial Future?

In this turbulent global market The Sky is Falling—Will I Be OK? is an especially relevant read. It illustrates some parts of our financial planning process that help many people feel more confident about their financial future—even after considering recent investment losses.
 
Atlanta Wealth Management, Inc. is an independent fee-only financial planning and investment advisory firm that works with families and individuals, primarily in metro Atlanta. Learn more about our Financial Planning and Investment Management services or our Philosophy.

If you have fiduciary responsibilities, we also provide Fiduciary Education and Consulting Services for trustees of personal trusts and investment committee members of foundations.

We offer an
intimate client relationship often lacking at larger firms, banks, and brokerages. We enjoy getting to know our clients, building friendly relationships, earning client trust, and helping people achieve their goals.

 
2277 PEACHTREE ROAD NE
ATLANTA, GA  30309-1167
Phone 404 713 0247   Fax Unpublished

Atlanta Wealth Management, Inc. (AWM) is registered as an investment adviser in the State of Georgia. You must be a Georgia resident to receive advice from AWM. This web site is intended only for the dissemination of general information about AWM's investment advisory and financial planning services. It is not intended to be a solicitation or an offer of its services to non-Georgia residents. This web site does not provide personalized investment or financial advice. Form ADV Part 2, which provides more detailed information about AWM's business, services and fees, is available upon request.
 
The information contained on this web site has been obtained from sources believed to be reliable, but AWM does not guarantee the accuracy, completeness or relevance of any information contained herein, including that provided by any unaffiliated third party, whether linked to AWM's web site or incorporated herein. By providing links to other sites, AWM does not guarantee, approve or endorse the information or products available at those sites nor does a link indicate any association with or endorsement by the linked site to AWM. Past performance is no guarantee of future results.
 
Fiduciary Process Matters® is a registered U.S. trademark of Atlanta Wealth Management, Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 
The AIFA® trademark is registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of Fiduciary360.


©2012 Atlanta Wealth Management, Inc. All rights reserved.