We're Passionate About Wealth Management
Wealth & Pension Services Group was founded nearly two decades ago with the goal of providing unbiased advice aligned with each client’s unique needs.
Without conflicts of interest or quotas to meet, your goals become our goals.
And, by offering a wide array of services and a holistic process, we are committed to what matters most to you; such as your family, building a career, managing a business, retirement, and financial peace of mind.
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Our Atlanta, Georgia-based team of financial advisers 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:
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
The Red Cross