Broker Check
 
Allegiance Trust Wisdom Partnership

Locally Owned - Proudly Serving the Lawrenceville and Atlanta Area!

TRUST. WISDOM. PARTNERSHIP.

Serving the Lawrenceville and Atlanta area with the following services:

  • Retirement Planning
  • Estate Planning
  • Portfolio Management
  • Insurance
All Services

For Generations to Come

From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.

View our Services
 

Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow