Reducing your stress, increasing the probability of your success
Carol Berger CFP®, ADPA℠, the firm’s founder and principal, provides comprehensive financial planning and investment advisory services to individuals and couples – both traditional and non-traditional. The goal is to help find solutions that are closely aligned with the client’s specific objectives and needs. Focus will be placed on the following areas:
- Investment management
- Risk management and insurance planning
- Tax planning
- Retirement planning
- Estate planning
Please visit the Contact Us page to schedule a free, 1 to 1 ½-hour, initial consultation. This “get to know you” meeting will help you determine if Halcyon Wealth Management is the right fit for your situation and investment needs.
Why choose Halcyon Wealth Management?
- NO commissions, NO hidden fees of any kind, NO selling of any insurance products
- Registered Investment Advisor (RIA) firm registered with the state of Georgia and subject to the Investment Advisors Act of 1940
- Fiduciary duty to always put the client’s interests first, a true advocate for the client
- Complete confidentiality
- Total transparency
- Major institutional custodian safeguards your assets, provides a multitude of features
But most importantly I will…..
- help grow your wealth, preserve and protect that wealth
- assist you in achieving your life goals
- offer objective, unbiased advice in a truly non-judgemental way