Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

The team at One Atlanta Wealth Group, LLC truly cares about making our clients’ dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

The One Atlanta Wealth Group, LLC Process

We offer services in these areas:

Retirement Consulting

We help our clients create and manage multiple streams of income through pensions, equities, real estate, 401(k) rollovers and fixed income.

Asset Protection

We help our clients protect their hard-earned assets from creditors, predators
and lawsuits. We also help them prepare for the possibility of nursing care and other long-term care needs.

Recovery Strategies

We help our clients understand unnecessary taxes on income and at death.

Wills & Trusts

In recent years, state laws have changed traditional estate planning into a more complex strategy than simple trusts for protecting your family legacy. Now, more than ever, you can help reduce estate taxes, while building a growing estate for your children and your children’s children. We can help you properly execute an estate strategy that will help you protect the assets you’ve worked so hard to create, so you can leave a legacy for the people and causes you care about most.

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Rather Meet One-on-One?

Schedule a visit with our team to create your financial strategy today.

Or give us a call at 334.685.6429