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ALPHARETTA, GA OFFICE

5755 N Point Parkway Suite 232
Alpharetta, GA 30022
Phone: (678) 739-0175
Fax: (678) 739-0184


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CARTERSVILLE, GA OFFICE

680 Douthit Ferry Road Suite 102
Cartersville, GA 30120
Phone: (770) 386-7007
Fax: (770) 386-7016 


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MADISON, FL OFFICE

Madison County

Community Bank

301 E. Base St.

Madison, FL 32340

Phone: 850-973-2400


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PERRY, FL OFFICE

Taylor County

Community Bank

1405 S Jefferson St.

Perry, FL 32348

Phone: (850-253-6939


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Wealth Enhancement & Preservation is a wealth advisory team that assists retirees, business owners, and professionals with wealth management, retirement planning, and legacy enrichment. Our financial advisors enable our clients to face the future with anticipation instead of apprehension. Our focused and refined process seeks to enhance and preserve your personal wealth. Contact us to find out what we can do for you!

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New Years DayJanuary 1, 2024
Martin Luther King, Jr. DayJanuary 15, 2024
Washington's Birthday (Presidents Day)February 19, 2024
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ThanksgivingNovember 27, 2024 - November 29, 2024
ChristmasDecember 23, 2024 - December 27, 2024