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Roswell Wealth Management



If your retirement planning includes concerns such as tax planning, company appraisals or succession planning, hiring a qualified wealth management team in Roswell is crucial.

For people who've established a substantial enterprise or investment portfolio, you'll need to have a complete Roswell financial advisory services group to strategically preserve, grow, and dispose of your assets.


Preserving Your Wealth


Third Act Retirement specialists provide wealth management support to those with greater than $750,000 in assets.

Regardless if your money is in paper investments, realty, a company, or a mix, our staff is ready to help you establish the vehicles required to:

  1. Lower your tax burden, and
  2. Plan your future asset dispersal


Do You Need a Wealth Manager in Roswell?

roswell georgia wealth managerEntrepreneurs can realize specific benefits from engaging our wealth management services.

While your firm might have been your baby, the majority of small business owners realize they have a number of team members who've helped in the growth of the company.

In addition to goal setting and estate planning, our team members can help you prepare for the succession of your company and benefit your essential staff members who've been there as your company has matured over the years.

If you intend to pass your company on to family members getting to know the ropes, our tax planning specialists can help you get the most appropriate retirement planning benefits as you leave your business.


What Is the Difference Between Wealth and Asset Management


Asset management describes the process of attaining, preserving, and disposing of assets. Functionally, asset planning is a bit more static than full service management of your wealth.

If you've sold or split your company and find yourself in the stage of disposing a part of it, an asset management professional can help.

If you intend to continue to be associated with the business, it's more than simply an asset.

Yes, you're preparing for retirement.

Many small business owners have a tough time turning the company over to new owners without wanting either a stake in the company or to continue to work in or on the company.


What Is Wealth Management?


Quality wealth management services consist of shielding your company from over-taxation, cash-flow risk or breakdowns, and inadequate future preparation.

Keeping your company growing in a healthy direction might well involve keeping effective management in place, so ensuring your staff members are adequately compensated and offered good opportunities to prepare for their own retirement is crucial.

Our wealth management services can also help you prepare to give back to your faith family and your community at large.


What Is Included in Wealth Management?


Whether you're preparing to offer your company to new owners, hence establishing your own private banking structure where you get to receive a month-to-month business loan payment which will contribute to your retirement, or if you are working to remain associated with your company, your wealth planning specialists can help you create a portfolio that secures and broadens what you've established over your lifetime.

While traditional retirement planning can have a sense of attrition to it; that is, you pinch pennies during your life and after that wind out your remaining time on Earth attempting not to run out of money, our private Roswell wealth management team is here to help you continue to grow your wealth through cautious tax and succession planning.


Figuring out What You Want Out Of Retirement


Not everyone is ready to retire.

Many individuals just can't picture a life without their job or company.

The truth of wealth management is that life can often push you into fewer work days each week or out of the business completely.

Wealth planning with a professional can help you put a suitable strategy in place for a phased retirement before you're forced into a quick work stoppage.


Third Act Stands Out for Our Wealth Management Services for Roswell Residents


roswell georgia wealth management third act retirementBecause Third Act is a fee only financial advisory firm, we are considerably different from many other wealth management firms here in Roswell.

We don't receive compensation from the funds we suggest.

We are paid directly by you for the plan we build, the strategy we create, and the services we provide.

Whether you're working towards retirement or plan to "die with your boots on," collaborating with us will likely allow you to reimagine wealth management.


Take Your Next Step with Our Roswell Wealth Management Professionals


Taxes are one of the few certainties you'll deal with in life.

A qualified wealth management advisor can help you safely and successfully navigate tax guidelines and guidelines and put your money back into your company, education, investments for your family, or the succession for important staff members.

Let us help you build your legacy!


Serving the Entire Roswell Area




1255 Canton St Ste E

Roswell, GA 30075