6600 Peachtree Dunwoody Rd
Embassy Row 600
Shrewd financial advice and savvy wealth management strategies are just the beginning.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management can help you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll do our best to help secure your legacy for generations to come.
Our dedicated professionals can help create an insurance strategy for your unique needs. Help protect your family, with our help, from the possible financial consequences of life's most-unexpected events.
A century of combined experience working for you.
Curated articles, videos, and more, for a financially savvier you.
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
"When you do well, we do well"
- Smarte Investments
“The investor of today does not profit from yesterday’s growth”
- Warren Buffet
“The markets are moved by animal spirits, and not be reason”
- John Maynard Keynes
A Living Trust Primer
What Is an Annuity?
Universal Life Insurance
Surprise! You’ve Got Money!