Chart Your Course
We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.
Are you retirement ready?
At Wealth Enhancement & Preservation, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

our firm
As an independent firm, we are committed to offering complete objectivity and advice.

our approach
We strive to build long-lasting relationships with our clients, offering education and guidance.

our services
We offer a full range of investment and financial services and have access to a wide array of solutions.

2022 State of the Markets
To view our recent State of the Markets recording, please click on the following link. We welcome you to share this with family and friends who would appreciate learning more about today's markets and economy.
Charitable Giving: Smart from the Heart
Estate Management 101
If the wind will not serve, take the oars.
Latin Proverb
ALPHARETTA OFFICE
5755 N Point Parkway Suite 232
Alpharetta, GA 30022
Phone: (678) 739-0175
Fax: (678) 739-0184
CARTERSVILLE OFFICE
680 Douthit Ferry Road Suite 102
Cartersville, GA 30120
Phone: (770) 386-7007
Fax: (770) 386-7016
CHARLESTON OFFICE
210-C Coming Street
Charleston, SC 29403
Phone: (843) 573-7277