Business Details
Comprehensive Wealth Management Services in Atlanta
We are a private wealth management firm dedicated to actively managing client assets and providing personalized financial planning services. Since our founding, our team of experienced professionals has specialized in tactical asset allocation strategies to protect and grow wealth for pre-retirees, retirees, and business owners. We operate as fiduciaries who prioritize client needs above all else, offering transparent portfolio management without additional fees.Our approach emphasizes education and empowerment through monthly portfolio rebalancing, complimentary seminars, and specialized financial products available through select private wealth management firms. With decades of collective experience in financial services, our advisors deliver comprehensive solutions that address retirement planning, college savings, insurance needs, and business succession planning.
Services
Portfolio Management
Financial Planning
Retirement Planning
College Planning
Business Owner Solutions
Life Insurance Analysis
Portfolio Analysis
Tax Efficiency Planning
Social Security Maximization
Estate Planning
Highlights and features
- We operate as fiduciaries with a legal obligation to act in your best interests
- We implement tactical asset allocation strategies with monthly portfolio rebalancing
- Our team delivers comprehensive financial education through free seminars and resources
- We offer complimentary portfolio analysis and retirement planning services
- We maintain transparent fee structures with no additional charges for portfolio management
Services
Portfolio Management
Our active portfolio management service strategically allocates assets to protect and grow client wealth through market cycles. We employ tactical adjustments based on market conditions while maintaining long-term investment objectives. Monthly rebalancing ensures optimal risk distribution without additional fees for our clients.
Retirement Planning
Our comprehensive retirement planning service creates personalized strategies to achieve financial security throughout retirement. We analyze current assets, project future needs, and develop income streams that never run out. Services include social security maximization and pension creation strategies.
Financial Planning
We provide holistic financial planning that addresses tax efficiency, estate planning, and legacy creation. Our advisors create customized roadmaps to financial goals using detailed analysis of current financial status and future objectives for both individuals and business owners.
Business Owner Solutions
Tailored wealth management solutions for business owners address succession planning, key person insurance, and tax-efficient strategies. We help entrepreneurs protect business assets and develop exit strategies that maximize financial outcomes during ownership transitions.
College Planning
Our college planning service helps families prepare for future educational expenses through strategic savings and investment approaches. We recommend proven methods to accumulate funds for tuition, room and board while maintaining flexibility for retirement planning priorities.
People
Ford Stokes
Founder & President
Ford Stokes grew multiple companies as a marketing executive and developed wealth management expertise through industry leadership roles. With over a decade in finance, he holds an MBA in Finance and Economics and hosts The Active Wealth Radio Show.
Sam Davis
Senior Financial Advisor
Sam Davis combines financial expertise with broadcasting experience to educate clients about wealth protection strategies. As a former athlete, he applies competitive mindset principles to help clients achieve retirement goals through disciplined financial planning.
Matt McClure
Senior Financial Advisor
Matt McClure brings 20+ years of media experience to financial advising, having reported from the NYSE floor. He developed Take Pride in Retirement podcast and specializes in making complex financial concepts accessible to clients.
Brandy Seats
Senior Vice President
Brandy Seats offers retirement planning expertise with a background in sales leadership and healthcare industry experience. She holds Series 65 and insurance licenses, focusing on holistic financial solutions that integrate healthcare and life insurance considerations.
Diana Stokes
Senior VP - Life & Health Insurance Division
Diana Stokes combines healthcare expertise as a registered dietitian with life insurance specialization. She helps clients with retirement healthcare planning while supporting twin daughters' extracurricular activities and community initiatives.
Questions
What investment approach does Active Wealth use?
We actively manage portfolios using tactical asset allocation strategies with monthly rebalancing to protect and grow client assets.
Do you offer free financial analysis services?
Yes, we provide complimentary portfolio analysis and retirement planning consultations without charging additional fees.
What client types do you specialize in?
We focus on serving pre-retirees, retirees, and business owners with tailored wealth management solutions.
How do you differentiate from other advisors?
As fiduciaries, we legally prioritize client interests and maintain transparency in all our advisory services.
What locations do you serve?
While headquartered in Atlanta, we serve clients throughout the Southeast United States with personalized financial planning.
Do you provide educational resources?
Yes, we offer free seminars, financial workbooks, and educational content through our radio show and podcast.
