Sugarloaf Wealth Management, LLC

(770) 985-5473 www.swmllc.com »

2736 Meadow Church Road, 200Duluth, GA 30097   map »
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Business overview

Service Area

  • DeKalb County
  • Duluth
  • Dunwoody
  • Gwinnett County
  • Lawrenceville
  • Snellville
  • Stone Mountain
  • Tucker

Investments

  • Annuities
  • Bonds
  • CDs
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks

Services

  • Accounting
  • Brokerage Services
  • Tax Return Preparation

Minimum Investment

  • More than $100,000

Planning Types

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

Certifications

  • Certified Financial Planner
  • Certified Public Accountant
  • Registered Financial Planner
  • 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

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