Wealth Management Services in Loganville, Georgia

Wealth Planning Philosophy

Financial management is more than "making gains". We approach your financial picture holistically, considering cash flow, risk management, estate planning, philanthropy, education, and retirement to develop your personalized investment solution.


One size does not fit all. As a result, we offer a variety of services to meet you wherever you are: investment management, wealth plans, and 1-on-1 financial consultation/wealth coaching. We look forward to helping you find the best option for your financial needs.

Suite of Services for Loganville, GA

One-Time Wealth Plan

Personalized, comprehensive financial plan development.




BEST FOR:

Clients who need a financial roadmap and who need professional feedback on their current strategy.

  • Click here for more information

    Design your Wealth Plan with AbundantView. This plan can display all facets of one's financial life and tracks it in relation to the plan developed with the advisor. 


    Create clarity for the action you take towards your goals for your investments, retirement, and legacy. 


    Book a consultation now


    PRICING:

    $2,000 – $4,000 Based on

    Complexity

Investment Management

Actively managing client assets.




BEST FOR:

Affluent individuals who are seeking to delegate investment management to a trusted advisor or individuals who have had a windfall event in their life (such as an inheritance, becoming widowed or divorced, etc.) and are looking for counsel on how to navigate these new resources.

  • Click here for more information

    Investment management you can have confidence in, because it's not about putting you in a box with all the other investments.

    Working together we determine how to invest in your best interest, by understanding your goals and unique risk tolerance.


    Then we can invest with a plan and pace you're most comfortable with. 


    Book a consultation now


    PRICING:

    The annual management fee is based upon the value of your investment portfolios.

    • .50% annually for amounts greater than $10,000,000
    • .60% annually for amounts $5,000,000 up to $10,000,000
    •  .70% annually for amounts $ 2,000,000 up to $5,000,000
    •  .90% annually for $1,000,000 to $2,000,000
    • 1.2% annually for $500,000 to $1,000,000

Financial Consultation

Advanced guidance for specific topics and obstacles in your financial/life picture, but without the structure of a formalized wealth plan.




BEST FOR:

Clients who desire an objective review of their circumstance or someone in a complex or challenging situation in need of a creative solution.


  • Click here for more information

    You may be an entrepreneur restructuring your business for profitability, a self-directed investor who desires expert guidance, or somebody needing help with some high-stakes decisions.


    Chris has nearly a quarter-century in the financial industry, having his start at Morgan Stanley in 2000. Since 2003 has been an entrepreneur running his own business as a financial advisor.


    You need the right word at the right time.


    Book a consultation now


    PRICING:

    Starts at $1,000 per Session.

    *Limited availability*

For decades, hundreds of individuals have benefited from our ability to provide wise counsel on a timely basis in Loganville, Ga. We have seen individuals get stuck because of roadblocks in their life. We have seen relationships and marriages challenged. We have seen tensions exist between family members. We’ve also seen very large decisions needing to be made and yet the client felt as though there was no one who could walk with them through that season.


At every turn, we have seen great results! We have seen finances preserved, marriages mended, businesses started. We have seen people redirect their lives in meaningful ways that have changed their legacy for the better. We have also seen individuals overcome great childhood trauma and have success flow almost immediately following.

While it may sound too good to be true, we could put you in touch with 100 people right now that would attest to this being the case.


Currently, this coaching is only available, on a limited basis, through a separate company called Restoration, LLC, which is owned by Chris Stallings. However, he makes this service available to the clients of Abundance at no extra charge. Maybe you’re not in need today of these type of services, but what a comfort it would be to know that when that day comes, you’re not alone, and you have all that you need to overcome whatever life throws at you.

Investing your assets with Abundance just got even better.

We are excited to announce our new relationship with Horizon Investments - Barron's 2021 Asset Manager of the Year.

Horizon is acting as a research firm providing Abundance with consulting on portfolio creation and management. 


Their track record speaks for itself. 


To learn more about Horizon and see their awards, please visit: https://www.horizoninvestments.com

We have a strategy for Every Stage of your life.

GROWTH Stage

In this stage, we seek to capture growth trends with a flexible, active investing process that's designed with the goal of growing wealth over time, while being mindful of volatility.

PRESERVATION Stage

Within this stage, we seek to grow assets while mitigating the risk of a catastrophic portfolio loss that could derail a financial plan.

LEGACY Stage

In this stage, we seek to provide the ability for taking regular distributions and preserve spending power, while addressing longevity and shortfall risks.

No matter what stage of investing you're in, whether Growth, Preservation, or Legacy, Abundance offers "risk assist" models to help you minimize losses.


In times of market turmoil and turbulence, enjoy peace of mind knowing that your portfolio will automatically be moved to investments less sensitive to severe market conditions. AND as market conditions improve, the portfolio will be automatically and systematically reinvested back to its previous risk level.


We want to find the correct portfolio model for you.


Book a complimentary consultation today.

BOOK NOW

This website has no affiliation with and is not endorsed by Horizon Investments, LLC, which owns the registered trademarks above, which are used under license.