Observing. Anticipating. Innovating.
Whether you are an individual or you are operating a business, you want a full-service financial experience.
HA&W Wealth Management, LLC provides a relationship-based approach for integrating all of your financial needs and simplifying your life. Additionally, by working with us, you get access to institution-quality investment advice and market research.
The Wealth Management subsidiary of Habif, Arogeti & Wynne, LLP (HA&W) meets not only the needs of affluent families but also businesses, many of which enlist the tax, accounting and audit services of HA&W, a top 50 CPA firm ranked nationally by AccountingToday. If you’re a business owner, be sure to check out how you can reduce your personal risk associated with your business’ retirement benefits plan by using our Corporate & Executive Services
Doing Business with Us
Affluent Atlanta families have been relying on HA&W Wealth Management since 1999. The founding of HA&W Wealth Management was driven by the needs of the clients of HA&W.
Your total well-being drives our comprehensive approach to wealth management. Our goal is to enable you to lead the life you find most fulfilling. You seek to accumulate and preserve your wealth while enjoying its fruits by pursuing your dreams. It’s also important to you to design a method for the distribution of wealth that shapes your lasting legacy.
You’ll experience excellence – in every service we provide.
• Wealth Management
• Financial Planning
• Investment Management
• Risk Management
• Estate & Legacy Planning
• Retirement Plan Services
You’ll find that our transparent, conflict-free advice and boutique environment make a refreshing change from the proprietary structure associated with larger financial institutions.
Are you ready to get started? Contact Keith Greenwald or Matthew Weldon of HA&W Wealth Management, LLC.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or HA&W Wealth Management, LLC are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.