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Atlanta Wealth Management offers four primary services:
Financial Planning for Retirement, College and Other Goals for individuals
Helps you improve the likelihood of attaining your most important life goals by helping you define and rank your goals; presenting multple retirement, investment and saving scenarios for you to consider; and guiding you as you zero in on a plan designed to help you feel more confident about your financial future. Financial Planning
Fiduciary Education and Consulting for trustees of personal trusts and investment committee members of foundations
Helps trustees of personal trusts and investment committee members of foundations understand their fiduciary responsibilities and evaluate and improve their current investment process—based on a global standard of fiduciary excellence developed by the Pittsburgh-based Center for Fiduciary Studies™. Go to For Fiduciaries for more information.
Investment Policy Statement Development for individuals and investment fiduciaries
An Investment Policy Statement is a written investment strategy that details the procedures to be followed by your portfolio’s manager. Atlanta Wealth Management’s Investment Policy Statements for individuals—as well as trusts and foundations—are designed to help you conform to a global standard of fiduciary excellence developed by the Center for Fiduciary Studies™. IPS Development
Investment Management for individuals, personal trusts and family foundations
We strive to follow an investment process based on a global standard of fiduciary excellence developed by the Center for Fiduciary Studies™. Portfolios for individuals, personal trusts, foundations, and chartable donor-advised funds are managed according to your written Investment Policy Statement with the objective of achieving the goals you defined in your Financial Plan, or the objectives of your trust or foundation. Investment Management
Each service for individuals is optional, but can build on the service preceding it. The portfolio you choose in your financial plan would be used as the foundation of your Investment Policy Statement. Your Investment Policy Statement would, in turn, become the basis of all ongoing Investment Management decisions for your portfolio.
Explore our website to learn more about us. If we offer the type of objective advice you’re looking for, we’d enjoy the opportunity to talk with you to see if we can help. Simply contact David Boone at 404-713-0247 or email him for a complimentary, no-obligation initial consultation.
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©2013 Atlanta Wealth Management, Inc. All rights reserved.
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