There’s an old quote that reads, “a goal without a plan is just a wish." It’s a quote that clearly articulates my core message to clients, and hopefully inspires future clients to think about the value of structured financial planning with the help of a professional.Even though I have spent over 20 years in private wealth management, I work to not to conform to the industry model—far from it, in fact. Whereas other advisors may pursue wealth management as an offshoot of their early careers,I have been locked into helping families achieve their financial goals from the very beginning. I earned both my undergraduate degree and my master’s degree in financial planning, in addition to obtaining my CFP® certification.At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you.We structure our relationships around personal attention and responsiveness, accuracy is demanded and our advice is always thoughtful and well researched. We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service.As a wealth advisor at Gratus Capital, my focus is always my clients’ success. I work closely and proactively with families to ensure they’re on track to reach important financial goals, both near and longer term. I take pride in my role as an independent fiduciary and in my ability to customize recommendations based on a particular client’s needs or preferences. Because our advice is not driven by propriety products or commissions, I am prepared to go to market and find the best solution(s) available. Ultimately, Al hopes to cultivate more legacy relationships—advocating not just for current clients, but for the children and grandchildren of the families he serves today. Learn more about Al and the Gratus Capital team at www.gratuscapital.com. Specialties:Private Wealth ManagementPortfolio ManagementInvestment ManagementComprehensive Financial PlanningRetirement PlanningTax and Estate PlanningCharitable Gift Planning