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Wealth & Pension Services Group

We are an Atlanta based wealth management firm focused on helping individuals and business achieve their financial goals and plan for a strong financial future. For nearly twenty years, professionals, executives, retirees, families and businesses have turned to Wealth & Pension Services Group for financial planning, investment management, 401k & retirement services, and estate planning.

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WPSG Firm News

Matt B. Bailey Earns Prestigious CMT Designation

Matt B. Bailey, CFA, CMT head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Market Technician® (CMT) designation.

The Market Technicians Association (MTA) was incorporated as a not-for-profit Association in 1973...

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Investor Blog

January 2015 - IRA Rollover Changes Effective Now

When the calendar flipped over to 2015 we were greeted with tax law changes for IRA rollovers. Although many of us won’t be affected by these rule changes, ‘I didn’t know’ is not an excuse when it comes to violating the IRS regulations....

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TIPS for Inflation

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Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

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An Inside Look at Retirement Living

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

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Have you explored all of your choices when it comes to managing your taxable income?

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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It's easy to let investments accumulate like the junk in a junk drawer.

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