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Gratus Capital
Website 404-961-6000 Atlanta
  • Focused on serving successful individuals, families, foundations, endowments and other institutions nationwide
  • We are Fiduciaries, offering comprehensive financial planning and active portfolio management.
The Premier Group – Morgan Stanley
Website 888-209-7360 Atlanta
  • Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management
  • Dedicated to serving the firm’s most affluent clients.
The Watt Group – Oppenheimer
Website 404-262-5300 Atlanta
  • Providing independent financial insights, a full spectrum of traditional and non-traditional product solutions and responsive client service.
  • We are relationship driven, bringing the highest level of experience, professionalism, management, and service to everything we do.
Gen Y Planning
Website online
  • I'm not your father's financial planner. Financial Planning for my generation.
  • Accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine
Allgood Financial Advisory
Website (706) 353-7215
  • A comprehensive wealth management and holistic financial planning firm.
  • Money Doesn't Have To Be Complicated. Our advisors are just as good at explaining investments as they are at making them.
Oxygen Financial
Website 888.448.4305
  • "Part controller, part treasurer, and part strategist. The Private CFO® role we created
  • We offer a true cost-affordable family financial office for busy individuals and business owners in the X and Y Generations
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