Home
Philosophy
Services
FINANCIAL PLANNING
IPS DEVELOPMENT
INVESTMENT MANAGEMENT
For Fiduciaries
Portfolio Checkup
Resources
Financial Briefs
Contact Us
Account Lookup
Experience
Disclosure

Services


Atlanta Wealth Management offers four primary services:
 
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 Fiduciary Standard of Excellence developed by the Pittsburgh-based Center for Fiduciary Studies™. Go to For Fiduciaries for more information.
 
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
 
Investment Policy Statement Development for investment fiduciaries and individuals
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 trusts and foundations—as well as individuals—are designed to help you conform to a Global Fiduciary Standard of 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 Fiduciary Standard of 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.


©2014 Atlanta Wealth Management, Inc. All rights reserved.