Professional Asset Management For Individuals & Families
Emergent Wealth Advisors
(404) 931-0870
383 Ninth St. NE
Atlanta GA 30309
Brian P. Shriver, CFA
Our Services
Our services are structured as a series of steps which enable us to get to know each other better while providing you with the assistance you need.
Generally, we start off with an:
The Initial Financial Planning Review enables us to quickly address any “big picture” financial planning issues prior to focusing on your portfolio. If your portfolio is currently well managed, this may be all you need.
If, however, we find that we can help you restructure and better manage your portfolio, we then recommend a:
We can then continue to manage your portfolio for you via:
For our existing clients, we offer:
