A Message of Hope

By David Geller   |   December 22, 2017

Wealth Management firm advocates making a positive difference

I have so much to be thankful for this holiday season, yet I find myself feeling frustrated and sad. In today’s world, it’s easy to feel discouraged. But it doesn’t have to be that way. We can choose a different path, one of hope and resilience.   Read More

The Real Cost of Caring for Your Loved One

By Susan Davis   |   November 9, 2017

atlanta caregivers support 750x387

Caregivers are America’s underappreciated heroes. When an aging parent or sick family member needs care, the family caregiver comes to the rescue. They set aside their own lives, families, and jobs to work long hours caring for their loved ones. Family caregivers are stretched thin, stressed out, and often at the end of their rope. Yet they do it all without pay. Plus they often pay out of their own pockets to keep their parents at home or move them…  Read More

You’re Not Just A Deal

By Marc Lewyn   |   April 4, 2017

Sell A Business - You're Not Just A Deal

For you, selling your business is the deal of a lifetime. For them, it’s the deal of the week. Before you think about liquidity, think about this: you’re not just A DEAL.  Read More