ABOUT US

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ABOUT US

ABOUT THE COMPNAY

We are a private wealth management firm headquartered in Atlanta, GA. We are registered and licensed in 20+ US States. We believe in managing our clients’ assets actively. We employ a tactical asset allocation strategy in portfolio management. Our team is passionate about educating clients to empower them to invest and retire successfully. We work with three primary groups of people; Pre-Retirees, Retirees and Business Owners. We look forward to helping you reach your financial goals.

Ford Stokes

Ford’s private wealth management firm focuses on supporting manufacturing professionals and their families. Manufacturing families are savers and they have worked hard to earn their wealth, we work hard to protect and grow their hard-earned and hard-saved wealth.