We believe you deserve a firm that is willing to take the time and interest to get to know you and your family, a firm that is keenly aware of your unique goals and objectives. It is our unique privilege to be able to give back to the communitites in which our clients work, live, and play. Financial independence does not happen by accident - it takes time, discipline, coordination and most of all.
We provide access to customized, fee-based asset management strategies built upon disciplined, time-tested and prudent investment principles. Meaningful investment management cannot be accomplished without thorough and on-going financial planning. Proactive business planning requires looking at the big picture to truly understand how the financial decisions you make today will affect your future.
We provide access to customized, fee-based asset management strategies built upon disciplined, time-tested and prudent investment principles. Meaningful investment management cannot be accomplished without thorough and on-going financial planning. Proactive business planning requires looking at the big picture to truly understand how the financial decisions you make today will affect your future.
Services
ClearBridge is a leading provider of investment and wealth management services. The firm has distinguished itself through the caliber of its people and its commitment to high ethical standards and extraordinary service. Located in Atlanta, Georgia, ClearBridge provides comprehensive financial planning and fee-based investment management.
Preston is the President and Founder of ClearBridge Wealth Management. He is a Certified Financial Planner and a Certified Public Accountant. He has 30 years of experience and expertise in the financial planning and investment industry providing sound advice to individuals, families, and small businesses.
Your financial destination will ultimately be shaped by the decisions you make today. You expect excellence and have made a firm commitment to achieving it in every aspect of your life. We believe you deserve a firm that is willing to take the time and interest to get to know you and your family, a firm that is keenly aware of your unique goals and objectives.
We provide access to customized, fee-based asset management strategies built upon disciplined, time-tested and prudent investment principles. Every portfolio is tailored to meet each client's unique objectives with a strong emphasis on managing risks, expenses and taxes. We believe the asset allocation decision is the most important factor in achieving successful and sustainable investment results.
Meaningful investment management cannot be accomplished without thorough and on-going financial planning. Therefore, we believe financial planning to be the cornerstone of all great wealth management practices. The planning process begins with a critical and detailed examination of all aspects of your financial life as well as a deep understanding of your unique objectives and goals.
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