Experience Makes all the difference
Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies, designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life–taking into account your total asset and liability needs. We have been recognized by the Atlanta Business Chronicle as a premier advisor for several years in a row. We were most recently named by Forbes as a Best-In-State Wealth Advisor for 2020 in Georgia.
David A. Saltzman, CFP®, CIMA®, CRPC®
Managing Director - Wealth Management
Certified Investment Management Analyst (CIMA®)
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
678-518-3629
Christopher W. Guthrie, CRPC®
Lee Friedman, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
678-518-3635
John Coleman, CFP®
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
678-518-3621