Wealth Management Services

wealthy woman

At Alegna Financial Management, Inc., we take a holistic approach to wealth management for entertainment professionals, high net worth business owners, and their families. When you turn to us for advice, we'll work with you and your estate attorney to build a plan that's a true reflection of your goals. Together, we'll help you achieve your financial ambitions, maintain your lifestyle during retirement, and preserve wealth for the next generation.

Your personal financial plan will be designed to safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal will include a combination of retirement planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

Our CPA firm is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 404-889-8650 now or request a strategy session online so we can arrange a time to talk.

Retirement and estate planning services:

  • Wealth transfer planning for entertainers
  • Retirement counseling and advising
  • Retirement account setup
  • Assistance selecting investment managers
  • Asset protection strategies
  • Estate planning
  • Transfers to investment accounts
  • Philanthropic tax planning strategies