Independent Advice Delivered With Integrity and Care
At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay.
Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence.
Securities offered through LPL Financial, Member SIPC www.SIPC.org. Investment advice offered through IFG Advisory, LLC a registered investment advisor. IFG Advisory, LLC, and Linea Private Wealth Management are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.lineawealth.com
Company Details
- Employees
- 6
- Founded
- -
- Address
- 300 Galleria Parkway Southeast,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lineawealth.com
- Keywords
- Comprehensive, fee-based Financial Planning, Business Succession Planning, Estate Planning, Retirement Planning, Insurance Planning/Risk Management, Traditional Investments (Stocks, Mutual Funds, ETFs, Alternative Investments, Education Planning.
- HQ
- Atlanta, GA
Linea Private Wealth Management, Llc Questions
Linea Private Wealth Management, Llc's website is lineawealth.com
Linea Private Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/linea-private-wealth-management-llc
Linea Private Wealth Management, Llc has
6 employees.
View email and phone details for 6
employees at Linea Private Wealth Management, Llc.
Linea Private Wealth Management, Llc's industry is
Financial Services
Linea Private Wealth Management, Llc's top competitors are
Hope Financial,
Msg Leasing, Llc,
Eagles Coast Wealth Management, Llc,
Foundry Mortgage,
Kehrer Group,
Cresset,
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor,
Trufp,
Northend Private Wealth,
Axio Wealth Strategies.
Linea Private Wealth Management, Llc's categories are Financial Services
Linea Private Wealth Management, Llc's founding year is 2014
