High Net Worth Individuals

You’ve worked hard to build your wealth, and we will work hard to help minimize your tax liability while maximizing what you’ve earned. Our seasoned professionals will review your individual portfolio and estate plan to seek increased opportunities that support your goals.

We have designed and implemented countless personal tax scenarios. In addition, we are dedicated to staying on top of estate planning developments and regulations to make our strategies as creative and effective as possible. Allow us to put our superior expertise and knowledge to work for you and your estate.

We can help in all areas, including:

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Contact Us

780 Johnson Ferry Road
Suite 325
Atlanta, GA 30342
(404) 256-1606

Location 1


777 Gloucester Street
Suite 201
Brunswick, GA 31520
(912) 265-1750

Location 2

Coastal Georgia

1960 Satellite Boulevard
Suite 3600
Duluth, GA 30097
(770) 995-8800

Location 3


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