Pursue your financial goals with an Atlanta-based team who offers more clarity, confidence and a roadmap that’s tailored for you.
Our clients grow wealth, plan for life events, live their retirement dreams and leave a financial legacy for the next generation and organizations that matter.
Building trust is at the forefront of our priorities and is a responsibility we don’t take lightly. We achieve this by consistently and transparently educating our clients on every detail that can affect their financial situation.
This is a core principle that we apply to our diverse community of clients, putting them on the right path to achieving their financial aspirations.
Our approach is rooted in the principles of holistic, guided counsel and a long-term, values-based planning strategy. Everything is about you. Our focus is to create a strong relationship built on trust that gives you the confidence to disclose your deepest financial aspirations and concerns.
With this in mind, we will create a roadmap to help you achieve financial control now and in your golden years.
Remove the uncertainty and get a better understanding of your situation with a free consultation with one of our specialists.
Our wide array of services positions us as the singular destination to fulfill all of your personal financial planning needs.
We craft personalized financial strategies that are founded on your goals, enabling you to safeguard your wealth now so it can be inherited as you envision.
Our advisors assess your financial situation and specific goals, creating and refining strategies to build and preserve the retirement income that aligns with your aspirations.
We gain an in-depth understanding of your priorities to enhance portfolio management, foster wealth, and attain your envisioned lifestyle goals.
We’re dedicated to understanding your wishes and crafting a plan that eases the financial burden on your loved ones and fulfills your desires for your legacy.
Our tailored financial solutions are catered to individuals and families, providing comprehensive support for your wealth management and legacy ambitions.
Our dedicated financial strategies help ensure a seamless transition to retirement, safeguarding your wealth, helping you adapt to changing needs, and securing your legacy.
Let us help you pursue your financial goals while you focus on your profession. We'll provide financial strategies that align with the unique demands of your career.
We provide healthcare professionals with tailored financial guidance, empowering you to navigate your financial journey with confidence.
Thomas N. Scott
(404) 816-1153 ext. 301
William McCullough, CHFC® AFC®
Associate Wealth Advisor
404-816-1153 ext. 333
Rhonda Scott, PhD
Chief Operating Officer
404-816-1153 ext. 308
404-816-1153 ext. 303
Achieve financial clarity and confidence with our carefully curated resources.
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