Emerald Wealth Management, LLC. provides non-proprietary, fee-based financial solutions to both Families and Retirement Plan Sponsors. We have been honored to be featured in ATLANTA MAGAZINE as a Five Star* Wealth Management Firm annually since 2011.
Our clients are family oriented, high personal value individuals that have short and long term goals and just need a certain level of proficiency and guidance to help them get there.
We offer corporate solutions and have trademarked our own retirement plan process to go along with the many vendor based options that are available.
We show business owners how to help their employees retire on their own terms through creative and cost effective use of a retirement plan.
*Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Detailed Quarterly Service ModelOur Participant CommitmentWe offer Fiduciary Benchmarking