Who We Work With

We are not a one-size fits all wealth management firm. We truly take the time to get to know you and understand what you want to accomplish. Because of the personal touch we provide, we only work with a select amount of people. 

We specialize in helping people with a minimum of $250,000 investable assets make the transition from work life into retirement, specifically retirees from the following organizations:

  • Packaging Corporation of America (PCA)
  • Georgia Power - Southern Company 
  • Tri-County Electric 
  • South Georgia Medical Center
  • Valdosta State University
  • Wiregrass Technical College
  • Valdosta City Schools
  • Lowndes County Schools
  • Small Business Owners

Clients we serve the best possess the following qualities:

  • They are financial delegates
  • They enjoy simplicity
  • They focus on what’s important
  • They value our work together
  • They appreciate honesty
  • They are passionate about goals
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