Toll Free (888) 300-8722
Local (470) 694-6931
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568 Pine Road, Newnan, GA 30263
WE ARE COMMITTED...
...to helping our clients protect and grow their assets. Our strategies are designed to ensure they cannot outlive their wealth. Lastly, our planning ensures seamless probate-free generational wealth transfer.
Our Expertise
At the Capital Preservation Group of Georgia, our team's expertise is backed by a strong educational background, industry certifications, and specialized knowledge in wealth management. We are dedicated to providing tailored financial solutions that align with our clients' long-term goals. Our company's 40 years of experience allows us to offer comprehensive financial strategies tailored to each client's unique needs. Our specialization in family trusts and generational wealth preservation sets us apart, ensuring that our clients receive expert guidance and support in securing their financial legacies. Accredited by the Better Business Bureau (BBB) since 2009. NAIC affiliated since 1987.
Who We Serve
At the Capital Preservation Group of Georgia, we specialize in assisting individuals over 55, retirees, and those seeking to secure their wealth in trust accounts for generational wealth. We understand the unique financial concerns of our target audience and are dedicated to providing personalized financial solutions to address their specific needs.
Our Approach
Our approach at the Capital Preservation Group is centered on building long-term relationships with our clients based on trust, transparency, and expertise. We prioritize understanding our clients' financial aspirations and concerns to develop customized strategies that align with their goals. Through a collaborative and personalized approach, we guide our clients in preserving and growing their wealth while minimizing risks.
Benefits of Partnering with Us
Partnering with the Capital Preservation Group offers numerous benefits, including access to personalized wealth management strategies, expert guidance in trust accounts and generational wealth preservation, and a dedicated commitment to safeguarding your financial legacy. We strive to empower our clients with the knowledge and resources they need to make informed financial decisions and secure their wealth for future generations.
