Active Wealth Management, Inc.

Insurance, Investing, Financial Advising
Hours: Active Wealth Management, Inc. is a private wealth management firm that actively manages portfolios to protect and grow clients’ wealth. They manage over $500 million in assets and follow Global Investment Performance Standards (GIPS). The firm offers free portfolio analysis and financial plans through age 95 for those planning retirement. Their team is known for being helpful, knowledgeable, and insightful, explaining market trends and inflation clearly. Clients appreciate their trustworthy service, detailed advice, and passion for helping people invest and retire successfully.

• 4.03 miles

  

  Wells Fargo Advisors Financial Planners, Investment Service
• 5.3 miles

  

  oXYGen Financial, Inc. - Alpharetta Financial Planners, Financial Advising

1. Atlanta, Georgia