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Savannah Wealth Group
Tel: 912-912-1113 7393 Hodgson Memorial Dr # 201 Savannah, GA 31406
About Savannah Wealth Group
Advisors don't exist to help you beat the market. Our role is to support people who have complexity, are inexperienced, see things differently than their partner, or want backup in emotionally charged decisions.
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Our Team

Bryan
Bryan Smith
Wealth Management Advisor

Preparing for that next step in life isn't always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or you're simply looking for life, disability income, or long-term care insurance protection, I strive to offer you a new level of attention, insight and capability. Contact me to discuss your financial future

Robert
Robert Campbell
Wealth Management Advisor

Focus is needed to begin, maintain, and arrive at the proper path to financial independence. Our personalized process and incredible customer service allow us to get to know each of our clients and truly understand their ultimate goals. Only then can we make the appropriate recommendations and strategies for current and ongoing personal, family, and business needs. My financial advisory career began upon graduating from Georgia Southern University with a Bachelor's degree in Finance in 2007. I also completed extensive post-graduate work in the University of Georgia's Terry College of Business Financial Planning Program. My background, continuous education, and training have afforded me the ability to help my clients better understand the advice we offer in the areas of investments, retirement planning, life insurance, disability income, and long-term care insurance. Being from Savannah, it's natural that I enjoy boating, fishing, golf, and traveling. I served the greater Savannah area as President of the National Association of Insurance & Financial Advisors, as well as on our church board at St. Pauls Lutheran Church. My wife and I are currently enjoying the company of our first child, Sarah, now 2 years old. We all live with our 3-year-old black lab, Kitt, on Whitemarsh Island in Savannah, GA.

General Information
Firm CRD#:

8032

Name of Broker/Dealer:

COMMONWEALTH FINANCIAL NETWORK

States Licensed in:

GA

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance
Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships
Securities Licenses:

Series 66, Series 7

Services
Investment Types:

Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Alternative Investments

Can meet clients in the following ways:

Email, Phone, Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100K+

Compensation Methods:

Based on Assets

Preferred meeting methods
I provide a free initial consultation:

Yes

Firm CRD# 8032Series 66, 7
Compliance
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 - 18:00
Tuesday9:00 - 18:00
Wednesday9:00 - 18:00
Thursday9:00 - 18:00
Friday9:00 - 18:00
SaturdayClosed
SundayClosed
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