Resonance Wealth Management | Atlanta, Georgia

Are You Worried About Not Having Enough Money to Retire?

Schedule a meeting with us today for professional financial advice. We work with individuals like yourself to help ease the stress of retirement planning.

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New Account View Platform

With our transition to LPL Financial, we now have a new account access platform. Have you logged in to Account View and created your new client account?

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Need Professional Assistance Managing Your Investments?

Our team of financial advisors can help you determine an investment strategy based on your financial goals.

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Ensure Your Hard-Earned Assets Get Passed On The Way You Intend Them To

Create an estate plan with one of our financial advisors.

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OUR SERVICE

As a full-service establishment, Resonance can assist you in a variety of ways.

Financial planning

Comprehensive services from cash flow to investments, retirement planning to risk management.

Wealth management

Individualized investments and strategies that reflect your risk tolerance, time horizon and goals.

Education planning

Explore college savings options that make the most sense for your family.

Retirement planning

Insight, tools and guidance to help you accumulate the money you'll need to retire.

Retirement income planning

Tax and retirement-plan-withdrawal strategies for when you’re ready to retire.

Insurance and risk management

Protect your family from the financial consequences of life’s unexpected events.

How much investing risk are you comfortable with?

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Whether you’re just starting out in your career or planning your estate, at Resonance Wealth Management, we take your journey seriously and will be there every step of the way.

Independence & Flexibility

We value our independence as much as you value yours! As an independent financial advisor, Alex Westberry offers clients greater product diversity and investment options, and he’ll work closely with you to develop a flexible and personalized investment strategy that grows and changes just like you.

Comfort, Connection & Confidence

We believe successful financial plans demand that the advisor really gets to know his clients. Where are you now? Where are you going? Where do you want to be? We work hard to earn our clients’ trust by promoting a deep understanding of financial tools and products and providing exceptional customer service. Clients who understand their investments can work toward their goals with confidence.

When it comes to Financial Planning, the team at Resonance Wealth Management will be there for all of your life’s milestones.

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Why Choose a Certified Financial Planner™ Professional?

Many people believe that all financial planners are "certified" financial professionals, but this is not true. Anyone can use the title "Financial Planner," but when you see a CFP^® mark next to an advisor's name, that means they have met rigorous qualifications for financial planning.

As you begin to consider how best to manage your financial future, you should feel confident knowing that we have a CFP^® professional trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

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Resources

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Schedule a Complimentary, No Obligation Consultation.

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