Private Wealth Counsel

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(770) 881-8318(770) 881-8318 View Website »

13010 Morris RoadAlpharetta, GA 30004

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Business details

Service Area

  • Acworth
  • Alpharetta
  • Buckhead
  • Buford
  • Canton
  • Cherokee/Forsyth County
  • Cobb County
  • Crabapple
  • Cumming
  • Decatur
  • DeKalb County
  • Downtown
  • Druid Hills/Emory
  • Duluth
  • Dunwoody
  • East Atlanta
  • Gwinnett County
  • Henry/Spalding County
  • Kennesaw
  • Lawrenceville
  • Lilburn
  • Marietta
  • McDonough
  • Newnan
  • Norcross
  • Peachtree City
  • Roswell
  • Sandy Springs
  • Smyrna
  • Snellville
  • Woodstock
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Investments

  • Bonds
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Accounting
  • Financial Education Workshops
  • Litigation Support
  • Tax Return Preparation

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Inheritance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Certified Financial Planner
  • Certified Public Accountant
  • Chartered Financial Analyst
  • Masters of Business Administration
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Year Established

2007

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Photos

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