SWAI, is a registered investment advisory firm in the State of Georgia. SWAI combines financial education, advice, and financial management to ensure the most sophisticated investor or average person is equipped with the knowledge and tools needed for successful decision-making.
Our goal is to protect individuals, families, and businesses utilizing a client-centered approach through all phases of financial development; from the basics of investing to fulfilling legacy, while honoring God in our endeavors.
Our day-to-day work focuses on addressing and solving our clients’ most pressing tax, estate and financial concerns. We help our clients take deliberate actions to accomplish what’s most important. In general those actions focus on five key planning areas, namely:
- Wealth Advisory and Management Services
- Financial Planning
- Tax Preparation
- Tax Mitigation and Other Services
- Financial Literacy Outreach Services
SWAI’s objectives are to provide the highest level of investment management, which includes customized financial plans and tailored investment strategies, to achieve overall financial goals. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s circumstances are established, we develop a client’s personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target.
Account supervision is guided by the stated objectives of the client (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. We also teach and increase financial literacy in the areas of income protection, savings, wealth building, retirement planning, and legacy planning, while ensuring the goals and concerns of our clients remain a priority.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 2727 Paces Ferry Rd Se,
- Phone
- +1-404-381-2275
- in****@****lth.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- seraphimwealth.com
- Keywords
- Investment Management, Investment Advisors, Financial Advisors, Wealth Advisory, Wealth Management, Family Office Management, Estate Planning, Tax Preparation, Tax Mitigation, Family and Estate Trust Creation and Management, Real Estate Investment, Portfolio Management, Financial Literacy, Wealth Education, Generational Wealth.
- HQ
- Atlanta, Georgia
Seraphim Wealth Advisors, Inc. Questions
Seraphim Wealth Advisors, Inc.'s helpline number is +1-404-381-2275
Seraphim Wealth Advisors, Inc.'s website is seraphimwealth.com
Seraphim Wealth Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/seraphim-wealth-advisors-inc
Seraphim Wealth Advisors, Inc. has
3 employees.
View email and phone details for 3
employees at Seraphim Wealth Advisors, Inc..
Seraphim Wealth Advisors, Inc.'s industry is
Investment Management
Seraphim Wealth Advisors, Inc.'s top competitors are
Redfish Capital,
Nhs Management, Llc,
First City Payments,
Waverly Advisors, Llc,
Holland Capital Management, Llc,
Harris Williams.
Seraphim Wealth Advisors, Inc.'s support email address is info@seraphimwealth.com
Seraphim Wealth Advisors, Inc.'s categories are Investment Management
Seraphim Wealth Advisors, Inc.'s founding year is 2020
