Wealth & Pension Services Group, Inc.
770-333-0113 ext 101
We're Passionate About Wealth Management
Wealth & Pension Services Group was founded nearly two decades ago with the goal of providing unbiased advice and objective strategies aligned with each client’s individual needs. As an independent firm, we believe our decision-making independence better helps you pursue financial independence. Without conflicts of interest or quotas to meet, your goals are our goals.
While our firm has expanded from a one-man operation to a team of more than a dozen seasoned investment professionals, our commitment to our clients has never wavered: we remain dedicated to helping individuals and businesses pursue their financial goals and plan for a strong financial future, providing direct and personal service.
With over to $350 million in assets under administration, executives, retirees, families, and businesses turn to our firm for thoughtful financial planning, wealth management, 401k services, and retirement and estate planning. Our clients enjoy the comprehensive resources and services one would expect from a large firm with the personal attention of a boutique practice. Through the years, this balance has helped us achieve our goal of helping clients build their wealth and pursue peace of mind.
OurAtlanta, Georgia-based team of financial advisers, partners and financial planners is committed to staying up-to-date with the latest trends and industry changes. They also hold a number of specialized credentials and designations, including:
CFP® - Certified Financial Planner™ Professional
CPA - Certified Public Accountant
CFA® - Chartered Financial Analyst®
AIF® - Accredited Investment Fiduciary®
CRPS® - Chartered Retirement Plan Specialist®
Additionally, our firm supports a number of community and national charity and alumni organizations, including:
Curing Kid's Cancer
UGA Terry College Alumni Board
691 Society of East Lake Foundation
The Shepard Center
Big Brothers Big Sisters of Metro Atlanta
The Red Cross