At Piece of Wealth Planning we will help you attain your financial, life, and philanthropic goals.
We focus on more than “just” investments. We take a holistic approach to your financial life.
Piece of Wealth Planning is a holistic fee-only financial planning firm dedicated to serving charitably inclined individuals and families who want to make a meaningful impact. We are based in Atlanta, Georgia and work with clients in person and virtually around the United States. We combine our years of experience, core values, and a heart to serve others to deliver financial plans uniquely designed for you. We believe that everyone deserves access to resources that will help them become a wealth builder. We understand personal finance can be complicated sometimes, which is why we are so passionate about helping you simplify it. This will enable you to focus on what really matters most to you. Together, let’s create your tailored financial road map that will guide you to live well, give generously, serve others, and leave a legacy.
Piece of Wealth aspires to help bridge the wealth gap through educating, enlightening, and empowering everyday individuals to build sustainable multi-generational wealth. We believe in partnering with clients to help them live well, give generously, serve others, and leave a legacy.
Learn more at https://pieceofwealthplanning.com/
- CategoryAccounting, Banking, Credit, Financial Services, Insurance, Investment Management
- LocationGeorgia, Online-Based
- TagsCharitable Giving Strategies, Comprehensive Financial Planning, Education Planning, Employee Benefits & Stock-Based Compensation Planning, estate planning, financial advisor, financial planning, Insurance Planning, Investment Planning, Investments, Retirement Planning, tax planning, tax preparation, wealth management
- By Jovan Johnson
- Email: firstname.lastname@example.org