CONNECT

Address:

533 Johnson Ferry Rd. Bldg. C Ste. 100
Marietta, GA 30068

Phone:

770-971-4142

Fax/Other:

770-971-4122

Our Firm

Our firm prides ourselves on building lasting relationships by listening, teaching, and proactively serving the financial needs and wants of our clients.

We are primarily fee-based planners, with assets under management, financial planning services , and/or investment analysis.

 

Our services include access to financial planning for:

- Portfolio Analysis Estate Planning

- Asset Allocation

- Portfolio ManagementWealth Preservation

- Business Succession Strategies

- Individual or Business Retirement Planning

- Education Funding

- Risk Management

- Tax Strategies

 

 

Meet the Proactive Wealth Strategies Team:

533 Johnson Ferry Rd
Marietta, GA 30068 Bldg. C, Ste. 100
Phone: 770-971-4142
Fax: 770-971-4122
cseligman @pwsatlanta.com
Map and Directions