Services
Wealth Management Services
Wealth Management Services are provided by our sister-company Southeast Asset Advisors, Inc. (SAA). SAA is a non-commission, fee only registered investment advisory firm, whose principals have been providing investment management services for more than 20 years, and using a value-based strategy to successfully achieve personal investment goals.
The mission for SAA’s team is to provide sophisticated, objective investment advisory services on a fee only basis (no commissions), only after properly educating and consulting with our clients as to goals, time horizon and risk tolerance, so that together we can design an asset allocation investment plan that will reach goals with risks compatible with each client’s defined financial profile.
