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.
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.
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.
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.
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.
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.
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.
We begin each relationship with a series of in-depth conversations to understand your objectives. As part of our planning process, we help you prioritize your goals into three dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
We are so committed to the importance of an integrated plan that we offer our clients a complimentary review service. Our team collaborates with our deep network of external specialists to focus on your life as it stands today—your estate planning strategy, property and casualty insurance, tax strategy and any other areas of concerns. After this in-depth review, we guide you through the recommendations and work together to resolve anything that needs attention.
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.
Many clients prefer to delegate the day-to-day management of their portfolios. As Senior Portfolio Managers in the UBS Portfolio Management Program, we offer discretionary management of your investments and tailor your asset allocation to your specific situation. Beyond traditional investment strategies, we also offer access to more sophisticated solutions, including structured notes and options.
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.
While we connect with you on a regular basis for anything you need, we schedule formal reviews twice a year to take a deeper look at your investment strategy and long-term plan. As part of the plan review, we work closely with your trusted tax and legal advisors to deliver an integrated view of your wealth.
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.
We help connect you to our broad network of resources. From our global research team to our local investment professionals, you always have access to our best thinking. After all, it’s your complex wealth management needs that drive the solutions we provide.