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Frequently Asked Questions (FAQ)

What is wealth management?

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.

When should I start planning for retirement?

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. 

How much do I need to retire?

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.

What are the services provided by Wealth E&P?

Wealth Enhancement & Preservation offers the following services:

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

What is the process to begin working with a wealth advisor at Wealth E&P?

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

What is your investment philosophy?

Wealth E&P’s investment philosophy directly guides how we discover, design, and deploy the right wealth preservation plan for our clients.

Is Wealth E&P an independent wealth management firm?

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.

What is a Certified Financial Planner® or CFP®?

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.

Where can I view my investment performance and holdings?

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.

What are the Wealth E&P office locations?

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.