Sandy Springs Private Wealth Management is an independent advisory firm based in Atlanta, Georgia. As a fiduciary, the company is legally obligated to act in the best interests of its clients. It operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on product sales, which is intended to align its interests with those of its clients. The firm offers a range of integrated services including investment management, financial planning, retirement planning, tax strategies, and estate planning, primarily targeting affluent clients.

Founded in

United States