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.

A fiduciary is a person or entity bound by law or ethics to act in the best interests of their client within advisory accounts. While not all financial advisors are fiduciaries, some advisors, like Registered Investment Advisors (RIAs) and Certified Financial Planners™ (CFPs), are held to this higher standard of care.

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. 

Our team at Wealth E&P will utilize our collective expertise and software analysis, 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:

• Retirement Planning
• Estate Planning
• Wealth Management
• Benefits Management
• Risk Management
• Tax Management
• Cash Management
• Legacy Planning
• Charitable Giving
• Business Exit 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.

An independent wealth management firm is a financial services company that is not owned by a larger bank or brokerage firm, allowing it to offer independent, personalized, and client-first advice without the influence of corporate agendas or product-driven incentives. 

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. 

Our client portal allows you to log in and keep track of all performance, account activity, tax documents and statements. https://accountview.lpl.com/web/login

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