Business Description

We help successful families use their wealth to create the life they desire, enhance the lives of people they care about, and establish a living legacy that represents their passions and values.

I am the co creator of our Guided Wealth Transformation Process, which helps people transform fear into confidence and focused action, transforms complexity into simplicity and confusion into clarity.

We engage our clients in a series of guided conversations that identify Dangers that keep them up at night, Opportunities that excite them that we can use our resources to help them take advantage of, and personal Strengths they have to take advantage of those opportunities.

Our firm has been named of the Top 25 Entrepreneurs in Atlanta by Catalyst Magazine (Atlanta's business magazine).

General Information

Gender:

Male

CRD#:

2233006

Years of Experience in Financial Services:

Foreign Languages Serviced:

Spanish (some)

Education

Academic Background

BA, English and Economics - University of Virginia(1980)

J.D. - University of Georgia School of Law (1986)

Services

Investment Types:

Stocks Mutual Funds, Bonds, Stocks, Annuities, Bond Mutual Funds, International Investments, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Juris Doctor, Series 6, Insurance License (Life & Health; Long Term Care; Specify below), Series 63

Firm Information

Number of Advisors in Office:

10 - 99 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

.87

Additional Details on Charges:

The way that you can find an authentic financial advisor is to ask whether they will charge you a flat fee or an asset management fee.

We generally charge, for clients working with us in our Guided Wealth transformation Process, a flat fee. On an annual basis after that, we charge either an asset management fee or merely an annual fee, depending on the client's needs. We do not even have to have the assets housed at our custodian to help our clients implement even the most sophsiticated plan

Prepared By:

Marc Lewyn

Most Recent Update:

07/23/2008