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Peace of Mind. That's a promise for individuals with complex tax and wealth management needs.

You're there. You've achieved what you set out to do all those years ago, whether that's rising to the executive floor or finally selling the company you built from scratch. 

Today, your tax situation is a little more complex than it used to be; that's when you decide to contact us. When you're looking for creative but low-risk tax solutions to reduce your tax liabilities, like buying Georgia entertainment tax credits, you look around and there we are.

Let's get started.  Contact Alex Knight, Robert Arogeti or Chris Davis.

HA&W Wealth Management

You’ve worked diligently to build your wealth so that you can live the life you’ve imagined and create a legacy. When working with HA&W Wealth Management, you’ll experience a well-thought-out investment plan that seeks to match your objectives to market instruments of all types, like stocks, bonds or mutual funds.

You want an umbrella of true wealth management services wrapped in high levels of customized planning. That’s when you select HA&W Wealth Management. We take into consideration your lifestyle, assets, liabilities and aspirations. From there we build a custom plan tailored to meet your needs while staying true to your risk comfort level.

You’ll find our transparent, conflict-free advice refreshing. Contact Keith Greenwald or Matthew Weldon for more information about getting started today.

For more information about managing the wealth you are either continuing to create or have created, learn more about HA&W Wealth Management.

HA&W Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly notice filed or is excluded from notice filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.

2016 IPA Best of the Best IPA Top 100 Daily Report Accounting Today Top 100