Offices:

Our Georgia Office

We are steadfast in our belief that financial advice should be driven by goals, not investment products. We listen, learn, then advise.

Working as one, our talented financial professionals utilize advanced planning techniques and investment strategies to develop and execute a comprehensive plan that addresses what’s important to you.

Our goal is to help you meet your lifelong and legacy goals with confidence and clarity.

Not from Georgia? Our advisors are not bound by geography. We are proud to work with clients across the country.

Alpharetta Office

11720 Amber Park Dr., Suite 160

Alpharetta, GA 30009

Our Alpharetta office is conveniently located with team members specializing in a variety of wealth management strategies. Contact us to start a dialogue.
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Meet Our Georgia Colleagues

Partner

Your Introduction to a Trusted Financial Partner Awaits

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

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Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

April 2025 Economic & Market Outlook

Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,…

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

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