303 Peachtree St NE
31st Floor,
Atlanta, GA 30308-3200
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices
Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Market Navigator November 2025Our monthly flagship publication is packed full of timely economic and investment strategy views.
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 3, 2025Market views heading into the week of November 3, 2025 highlight what we're watching and important news ahead.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – October 31, 2025Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of October 31, 2025.