wiseradvisor

Thomas Suydam, CFP®
4P Wealth Trust a member of Advisory Services Network, LLC

Tel: 678-444-7823
6600 Peachtree Dunwoody Rd NE
Embassy Row 600, Suite 575
Atlanta, GA 30328

Your Future Is Today!

4P Wealth Trust a member of Advisory Services Network, LLC | Financial Advisor in Atlanta ,GA

About 4P Wealth Trust a member of Advisory Services Network, LLC

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using, we think the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.


General Information

Firm Start Year:   2020
Gender:   Male
Number of Years with Current Firm:   1
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Annuities, Commodities, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Insurance, Options & Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At my office, At your home, Our Offices, Video Conference, At your office, Via Email


Firm Information

Assets Managed by Advisor:   $40,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only


Education

Masters of Business Administration - Business  Francis Marion University
08/15/2014-05/09/2016

Certificate of Financial Planning - Financial Planning  Emory University
01/09/2017-09/09/2019

Bachelor of Science - Management  University of South Carolina
08/15/2007-05/10/2010



Faqs

  • Do you have a customer satisfaction or refund policy? We have no contracts, no commissions, no mark ups or mark downs. If we have a client wanting to move firms we are willing to help in anyway moving the assets as we want our clients to be happy with their financial planning relationships. Trust is earned over time. We take our time in the initial consultations to make sure we see eye to eye with our clients before moving forward.
  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER". I received my marks after obtaining my certification from Emory University. I also have an M.B.A from Francis Marion University where I studied under Dr. Fred David in strategic planning as my Capstone project. I did my undergraduate degree at the University of South Carolina where I studied Management.
  • How are you compensated? How will I pay for your services? Fee-only for investment advice. In some cases we will offer an hourly basis for financial plans but this is strictly up to the clients needs. We do not charge for initial consultations and we do not require a contract of any kind.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We offer Fiduciary investment advice so we are discretionary. We must act in your best interest.
  • Have you ever been charged with any breaches? No
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Thomas Suydam, CFP®

Thomas Suydam, CFP®

Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client's objectives with their desired aspirations. Thomas's passion is developing personal relationships with clients, understanding their priorities, and guiding them to potentially reaching their long term financial and personal goals. Thomas is a graduate of the University of South Carolina and earned his Masters of Business Administration from Francis Marion University. Shortly after obtaining his M.B.A., Thomas completed coursework at Emory University and met the rigorous education, training, and ethical standards in order to become a CERTIFIED FINANCIAL PLANNER". Thomas welcomes the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy. When Thomas is not spending time helping clients, you can find him spending time with his wife, Caroline, and his pup, Robby, and enjoying the outdoors with friends. Thomas is also an avid golfer and enjoys the lifelong pursuit of the perfect swing. CFP® and CERTIFIED FINANCIAL PLANNER" are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

My Team

Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client’s objectives with their desired aspirations. Thomas’s passion is developing personal relationships with clients, understanding their priorities, and guiding them to potentially reaching their long term financial and personal goals.

Thomas is a graduate of the University of South Carolina and earned his Masters of ...more


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

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