Atlanta, United States
Buckhead Wealth Management is an independent Investment Services firm established in 2008 and headquartered in Atlanta, Georgia. Specializing in Financial Services and Wealth Management, the company offers personalized financial information to affluent families, individuals, and businesses. Their services include asset allocation strategy, investment management, risk management, insurance needs analysis, cash flow analysis, retirement planning, and tax planning and management.
The company's financial professionals, associated with Buckhead Wealth Management, are registered with LPL Financial, a registered investment advisor and member of SIPC (sipc.org). It's important to note that offers from this firm are only available to residents of specific states where they are registered or licensed.
Although there's no specific information about last investment or last investment investors, clients are encouraged to reach out to the firm for personalized insights. Their slogan, "Please call us at (404) 816-7714 to speak with an advisor today.", portrays a client-centric approach.
