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Wealth Management

810_1098Wealth management is an overused term and can mean different things to different people. At Peachtree Investment Advisors, it is all about getting to know the client. Once we fully understand your financial situation, we leverage our expertise and experiences to explore other strategies that complement our investment management process. This comprehensive approach allows us to continually strengthen each client relationship.

Click on the links to discover more about our services and some of the types of clients with whom we’ve worked.

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Schwab is a registered broker-dealer, and is not affiliated with Peachtree Investments or any advisor(s) whose name(s) appears on this Website. Peachtree Investments is independently owned and operated. Schwab neither endorses nor recommends Peachtree Investments. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Peachtree Investments under which Schwab provides Peachtree Investments with services related to your account. Schwab does not review the Peachtree Investments Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Peachtree Investments Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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