FAQ

Wealth management includes comprehensive investment management, financial advice, tax guidance, estate planning, and more to preserve your wealth. Using a high form of financial planning, wealth managers create an investment strategy that is tailored to your life goals and plans.

It is never too early to start planning for your retirement. In short, the answer is: as soon as you can. The sooner you begin saving, the more time your money has to grow. 

You can start here by taking our quiz to find out. Our team at Wealth E&P will utilize the results from our Risk Quiz, factor in the other variables of your unique financial situation, and build a roadmap to get you to your retirement date.

Wealth Enhancement & Preservation offers the following services:

• Wealth Management
• Risk Management
• Tax Management
• Cash Management
• Legacy Planning
• Social Security Planning
• Benefits Management
• Charitable Giving
• Business/Succession Planning
• Retirement Planning
• Value Added Services

Our process generally involves:

• Discovering what you want to accomplish, what is important to you, and what your personal or family values are after you get in contact with us
• Designing how you will get to your goals and what services are the best fit for you
• Deploying financial and legacy planning, investment management, and risk assessment
• Providing a thorough and ongoing service, and building a lasting relationship with our awesome clients

Wealth E&P refers to our investment philosophy as Sailing and Rowing, which allows us to adapt to varying market conditions.

Yes! Wealth Enhancement & Preservation is an independent, fee-based wealth management firm. We will work with you to manage your wealth and finances, and we will also collaborate with your tax and legal professionals.

A Certified Financial Planner® or CFP® is an individual that has earned a formal designation for their aptitude in managing finances, retirement, investing, education, insurance, and taxes by a governing board. Those with a CFP® distinction hold a fiduciary duty, meaning they must make all decisions that are in their client’s best interest. All four of our partners at the Wealth E&P firm hold the CFP® title, and they work to reach their clients’ goals and financial interests every day.

Our client portal allows you to log in and keep track of all performance. The three portals Wealth E&P use are eMoney Advisor, TD Ameritrade AdvisorClient, and FolioClient by Folio Institutional.

Our Wealth E&P offices are located in Alpharetta, GA, Cartersville, GA, and Charleston, SC. For our addresses and to get in contact with us, visit us here.