Bush Wealth Management
Bush Wealth Management

Tel: (229) 247-1474
2918 N. Oak Street Ste B
Valdosta, GA 31602

"Working to Secure Your Future"

Bush Wealth Management | Financial Advisor in Valdosta ,GA


About Bush Wealth Management

We believe very strongly that this industry requires a team approach. Under the leadership of Stacy Bush, we have put in place a select group of team members to provide the quality of service our clients deserve. The information to review is massive. Certainly you deserve quick responses to your questions and concerns. Only through a dedicated team can information be absorbed, suitable recommendations made, and prompt and efficient service given to you.

Our job is to prescribe strategies and advice to our clients. To this end, we constantly strive to improve our knowledge of the industry through intensive study, research, and hard work. It is of the utmost importance for us to provide the Red Carpet Wealth Management Experience to our clients.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.


General Information

Firm Start Year:   2004
No.of Employees:   5-9
States Licensed in:   AL, AZ, CA, CO, DC, FL, GA, IL, MA, MI, MN, MO, MS, NC, NJ, PR, SC, SD, TN, TX, VA
Work Experience:   15+ years of experience
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments
I can meet clients in the following ways:   Via phone , At my office , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity , Life , Health , Annuity , Long Term Care , Variable Life


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Hourly , Based on Assets


Board Positions

Organization:  Valdosta Board of Education  Valdosta, GA
Position :  School Board Member

Education

Bachelor Degree of Finance - Finance  Valdosta State University
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Bush Wealth Management

Bush Wealth Management

CRPC®, None


When I began my investment career, I realized that it wasn't what you earned but what you kept after tax that determined whether you won the money game.

Stacy Bush is the President and Founder of Bush Wealth Management, LLC. He has worked extensively in the field of wealth management since 1999. At that time, he began to realize the high degree of pleasure and satisfaction that he receives from being able to see people set and pursue their financial goals. Over the course of the last five years he and his team have developed two specialized markets, agricultural based families and professional women in our community. Having been raised on a peanut farm in South Georgia, Stacy understands the needs of rural investors. He also realized that we have a unique ability to connect with women during emotional times in their lives and we understand the female investor's distinctive investment approach.

A Georgia native, Stacy has lived most of his life here with his wife Carla and their four children; Ethan, Devan, Dillon, and Amariah. Outside of running his business, Stacy finds time to remain actively involved in his kids’ activities and numerous community organizations such as Leadership Lowndes 2012, Children's Advocacy Center, Wiregrass Foundation, and Valdosta Rotary Club member.

My Team


Kent  Patrick
Kent Patrick Wealth Advisor, CRPC®
I have always known that I love helping people, I just didnâ??t know how to go about doing that. After my first finance course in college, I knew this was the career path I wanted to take. Kent was born and raised in Leesburg, Georgia and came to Valdosta in 2009 where he attended Valdosta State University. He graduated from the Langdale College of Business in 2013 with a Bachelor's Degree in Finance. Kent is a Chartered Retirement Planning Counselor. The CRPC® is the nation's most pr ...more

Communities Served

Adel Barney
Berlin Cecil
Du Pont Hahira
Lake Park Lakeland
Lenox Morven
Nashville Naylor
Pinetta Quitman
Ray City Sparks
Valdosta

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Awards & Recognitions


Small Business of the Year
(05/01/2015)

We were voted Small Business of the Year by the Valdosta-Lowndes Chamber of Commerce.


Best Financial Advisor
(03/01/2015)

Voted "Best Of" by the Valdosta Daily Times poll.


Best Financial Advisor
(03/01/2014)

Voted "Best Of" by the Valdosta Daily Times poll.


Best Financial Advisor
(03/01/2013)

Voted "Best Of" by the Valdosta Daily Times poll.

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