Our Atlanta-based wealth management team focuses on creating an asset allocation strategy that fits into your holistic financial picture.
Specialized Advice for Distinct Needs
Whether you live in Atlanta or are out of state, Buckhead Wealth Management will help you and your family achieve financial freedom.
We specialize in investment management, risk management, insurance needs analysis, cash flow analysis, retirement planning, tax planning and management and more.
Buckhead Wealth Management help’s build
sustainability for the future
Mobilizing capital to deliver sustainable growth and long-term value
Explore Portfolio insights:
The Value of Advice:
Our team provides weekly recaps that discuss performance related metrics, including analysis’ on factors and sectors of the market that could impact your portfolio.
Meet Our Atlanta-based Wealth Management Team:
Located in Buckhead, GA
Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement planning.
Brittany Maragh works side by side with Taylor Winn to provide a high-level client experience for clients. She specializes in account services and supports the advisors with trading & rebalancing.
Creating your financial plan-
Want to know how your portfolio performs compared to the S&P500?
Fill out the proposal questionnaire, email us your Assigned ID and we will send you a free proposal today!