Meet Our Wealth Management Team in Atlanta
Located within the northwest edge of the Atlanta metropolitan area in Cartersville, GA, the Atlanta area office of JFS Wealth Advisors fuses southern hospitality with robust investment acumen. Our team in Atlanta is led by Saverio N. Paglioni, CIMA®, Partner & Wealth Advisor, specializing in integrated financial and tax planning for high-net-worth individuals and families, including the many entrepreneurs, executives, and business owners who call the Atlanta metro area home.
In the vibrant Atlanta metro area, where entrepreneurship thrives and home base to many Fortune 500 companies, we recognize the diverse financial needs of our clients. We’ve helped young families looking to secure their children’s education, executives looking to get the most out of their stock options, and retirees seeking a comfortable wind-down after years of hard work. Each story is unique, but they all share a common thread – the need for trusted financial guidance that is holistic and looks at the whole financial picture.
Our Advisors & Planners work in-person and virtually with clients in more than 40 states, allowing us to provide specialized services beyond financial planning and investment management expertise, including business retirement plan design, multi-family office and trust solutions, and dedicated tax planning and tax compliance.
So while you’re here, we invite you to learn more about our Atlanta financial advisors and professionals below. We’re here to answer any questions you might have about our services or our process. And if you’re ready, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.