Your vision. The insights to get you there. 
As a successful business owner, corporate executive or multigenerational family, you are faced with new concerns every day. Beyond the complex state of the financial markets, you are concerned about your personal goals and all you want to achieve for yourself, your family and your business. You need a highly skilled team that understands you—a team that can bring you the confidence that you are on the right track, helping you pursue a strategy geared to your success.
We are a boutique practice within one of the largest wealth management firms in the world, providing precisely what you need: a comprehensive plan that is designed to help you pursue your goals. We look beyond your investment portfolio, taking the extra steps to help you ensure that all aspects of your financial world are working together all the time.
Bridgeline Wealth Management
404-760-3139
800-234-9928
855-311-0635
Two Alliance Center
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326
Travis Propst and Trent Douglas have been recognized as industry leaders
- Travis Propst: Forbes Best-In-State Wealth Advisors, GA, 2018, 2019, 2020
- Trent Douglas: Forbes Best-In-State Wealth Advisors, GA, 2019, 2020
Clients we serve
Our experienced team of financial professionals advises a small, select group of clients so that we can provide you with the customized service you deserve. When it comes to answering your questions, we do so with straightforward advice and ongoing guidance.
Pre-retirees
What will your retirement look like? From retirement income planning to long-term care planning and passing wealth to future generations, we help you develop a complete plan for all that matters.
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Women in transition
Are you prepared for what’s ahead after a life-changing event? Over the years, we’ve helped many women through transitions associated with the challenges of a divorce or an unexpected loss. As advocates and educators, we help empower you with the tools and resources you need for the next chapter in your life.
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Business owners
Are you planning a business transition? Through a consultative approach, we focus on the unique needs of business owners and entrepreneurs and work with you wherever you are in your business life cycle. Our team offers a broad range of solutions to help you move toward your goals, including tailored financing, cash flow management and succession planning.
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Corporate executives
How can your corporate compensation package work with your overall financial plan to meet your long-term goals? Having worked with many executives over the years, we offer solutions to help you manage restricted shares, stock options and benefit plans.
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An integrated plan
We believe that planning is the foundation of every client relationship. Do you have the assets you need to reach your financial goals? Are your family members prepared for the future? Whatever your concerns, our planning process helps us integrate all aspects of your vision for the future.
Tailored portfolio management
After a thorough review of your personalized plan, our team develops an investment strategy that aligns with your goals and objectives. We use different strategies to accomplish your goals, aligning our recommendations with UBS’s global insights and intellectual capital.
Relationships built on personal service
With a deep service background, we take a hands-on approach that anticipates your needs and helps simplify your financial world. Our clients know how much we care. In fact, many think of us as an extension of their family.
Access to global resources
When working with our team, you gain access to the intellectual capital and global resources of UBS, one of the world’s largest wealth managers.
UBS Investor Watch
Insights
