Buckhead Wealth Management

Buckhead Wealth Management is a financial planner in Atlanta, Georgia. The firm provides comprehensive wealth management services to families, individuals, and businesses, serving both local clients and those located nationwide. Their specialized services include investment management, retirement planning, estate planning, tax planning, college savings, and insurance. The firm holds a 5.00 rating.

As an independent investment services firm, Buckhead Wealth Management utilizes a data-backed approach to help clients pursue financial freedom. The team provides customized financial information and flexible strategies that adapt to changing needs throughout a client's lifetime. Their expertise covers 401(k) and retirement plans, account preservation, and wealth transfer. For over 15 years, the firm has assisted nearly 1,000 families across 24 different states. The wealth management team is led by CEO Taylor Winn, who specializes in working with high-net-worth individuals, and Director of Operations Brittany Maragh.

The office is located on Peachtree Street NW in Atlanta, near the Atlanta train station and the Buford-Spring Connector. The area is also close to the Peachtree Connector and the public artwork known as The Peach.

The business maintains thorough, well-documented information online and features a well-optimized website that is easily readable by search engines.

Buckhead Wealth Management combines strategic guidance with personalized financial planning to help Atlanta residents and clients across the country reach their long-term goals.

Services:

• Education Planning
• Estate Planning
• Investment Management
• Retirement Planning
• Tax Planning