History
We are a private wealth management firm headquartered in Atlanta, GA. 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.
Specialties
Active Wealth specializes fee and tax-efficient retirement planning. We also have specialties in early wealth accumulation, college planning, and safe retirement options. Our tactical approach minimizes volatility and maximizes income.