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Wealth Management Services in Atlanta, Georgia

At Wealth & Pension Services Group, everything we do is aimed to help our clients achieve their financial goals and plan for a strong future. For two decades, we have worked alongside families, professionals, retirees, widows, and businesses, guiding them through their financial milestones. 

We understand that everyone has different goals, depending on where they are in life and how they envision their future. We also believe that financial advice can take many forms. Whether it is comprehensive financial planning, investment management, 401k, retirement consulting, or estate planning, we tailor each service and solution to your unique needs.

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Investor Blog

Q3|2017 Commentary

Posted: 07/18/17

Encouraging economic data and a series of unsettling news headlines vied for Wall Street’s attention in the third quarter, and ultimately, investors were not shaken.  

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WPSG Firm News

Wealth & Pension Services Group Announces 2015 Five Star Wealth Manager Winners

Posted: 10/16/15

Wealth and Pension Services Group is proud to announce that four of its wealth managers have been selected to receive the Five Star Wealth Manager of the Year Award.

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Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Junk Drawer Approach to Investing

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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