We can help you pursue your dreams with Strong Gaddy Lee Wealth Management Group. This is why our wealth management services go beyond just investment guidance; our services equate operating as your own personal Chief Financial Officer (CFO). We have a specialized team that will partner with you to fit together the pieces of your financial life and help with your wealth and risk management needs.
We can also coordinate lending and trust services through our various strategic partners. No matter what your dream, we have the tools and expertise to help you. Our mission is to help clients diversify and manage their assets utilizing a financial planning approach in order for them to achieve their financial goals, generate returns commensurate with their risk tolerance, and provide a legacy to pass to their heirs.
We can also coordinate lending and trust services through our various strategic partners. No matter what your dream, we have the tools and expertise to help you. Our mission is to help clients diversify and manage their assets utilizing a financial planning approach in order for them to achieve their financial goals, generate returns commensurate with their risk tolerance, and provide a legacy to pass to their heirs.
Services
Whether you are an individual investor looking to build a secure retirement, or a small business owner who needs assistance with your professional and personal financial goals, our team is well-equipped to help create an intelligent plan, implement the most appropriate strategies and provide ongoing reviews to help your investments remain on-track to pursuing the financial life you desire.
Integrated Financial Group is one of the largest independent financial planning consortiums in *Atlanta, responsible for over $1.5 billion in brokerage and advisory assets through LPL Financial and over $700 million in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17.
Strong Gaddy Lee Wealth Management Group offers comprehensive financial planning services through our two partners who are CERTIFIED FINANCIAL PLANNER Professionals. Get to know you: We establish a relationship with you by offering a free consultation. We want to make sure this relationship is right for you and our firm.
By thoroughly understanding our clients' long-term financial goals, personal investment philosophy and tolerance for risk, we can work together to develop a portfolio to address your goals and objectives in building your wealth and providing for the future.
We provide Advisory Services through comprehensive, open-architecture, fee-based investment platforms created to help us deliver highly customized advice and exceptional service to our clients.The platform provides a foundation to help us develop successful client relationships by thoroughly understanding our clients' long-term financial goals and offering strategies to pursue them.
We provide Advisory Services through comprehensive, open-architecture, fee-based investment platforms created to help us deliver highly customized advice and exceptional service to our clients.The platform provides a foundation to help us develop successful client relationships by thoroughly understanding our clients' long-term financial goals and offering strategies to pursue them.
Our life's work is empowering our clients to pursue their dreams. Hourly consulting provides a great way to ensure you are on the right path. Managing your financial future is a complex process that involves careful consideration of your short- and long-term goals. Addressing all of your financial goals and objectives at once may seem intimidating or make them seem unattainable.
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