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Atlanta, GA
Business Details

Serving Atlanta, GA

We are a wealth advisory firm based in Midtown Atlanta serving clients locally and nationwide! Attend Wealth Management is a boutique advisory firm in Midtown Atlanta. Every plan is built custom, because no two households arrive with the same balance...

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Atlanta, GA
Products/Brands Offered
  • Wealth Advisory
Services Offered
  • Comprehensive Wealth Management

    Tailored financial, tax, investment, and estate planning built around your unique balance sheet and long-term goals.

  • Investment & Portfolio Management

    Custom, client-centric investment portfolios managed to support your specific timeline and risk profile.

  • Tax & Estate Planning Integration

    Holistic tax, insurance, and estate strategies coordinated seamlessly alongside your overarching wealth plan.

  • Business & Retirement Planning

    Concierge-level advisory for business owners and households looking to secure their financial legacy

  • Retirement Income Strategy

    Structured withdrawal and income distribution plans designed to sustain your lifestyle throughout retirement.

  • Executive Benefits & Comp Planning

    Maximize corporate stock options, deferred compensation, and employee benefits as part of your balance sheet.

  • Family Wealth & Succession Planning

    Multi-generational wealth transfer strategies, legacy planning, and financial education for heirs.

  • Risk Management & Insurance Review

    Comprehensive analysis of life, disability, and property coverage to shield your assets from unforeseen events.

  • Business & Corporate Financial Advisory

    Comprehensive financial guidance tailored specifically for entrepreneurs, growing enterprises, and established.

Business Hours
Sun
Closed
Mon
9:00 AM–5:00 PM
Tue
9:00 AM–5:00 PM
Wed
9:00 AM–5:00 PM
Thu
9:00 AM–5:00 PM
Fri
9:00 AM–5:00 PM
Sat
Closed

Avilable for more hours by appointment

Customer Reviews
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Business Financing

Compare 10+ financing options from 75+ lenders with one simple application — no impact to your credit.*

Funding in as little as 24 hrs** 10+ financing options Soft credit pull
4.5 Excellent on Trustpilot
See my options

*Filling out an application for business funding and submitting to our funding partners will not impact your personal credit score, but, depending on the product, accepting an offer may result in a hard inquiry.

**Time to fund depends upon the product that you select, and can be as little as 24 hours, but may be longer

Key Facts
Type
Banking and Finance Consultants
Location
Phone
(404) 448-1572
Listing status
CLAIMED
Photos
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