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business owners

We share the understanding that success is defined by a

disciplined process and execution.

Business owners rely on us to analyze, structure and methodically execute a tailored wealth strategy to help them pursue their goals.

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We nurture long-standing financial relationships by being aligned with each clients’ unique goals and attentive to their specific needs.

 

We provide balanced wealth strategies and we advise our clients in the following areas: investment management, retirement planning, and estate planning.

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Applying the discipline, professionalism and focus you value, we attend to every detail to help achieve your savings goals, mitigate risk and preserve the lifestyle you have created.

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We know meaningful wealth is created through careful planning and co-investing in the process. We look forward to opening a discussion with you about how to best serve your immediate and long-term goals.

Patti Wealth Logo.png

3350 Riverwood Pkwy
Ste. 1900
Atlanta, GA 30339

Phone: 770-552-1500

Fax: 770-818-5690

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FORM CRS

 

LPL Financial Form CRS

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FINRA / SIPC

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Privacy Policy

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Investment advice offered through Stratos Wealth Partners Ltd, a registered investment advisory. Stratos Wealth Partners and Patti Wealth Management are separate entities. 

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Patti Wealth Management's website and its associated links offer news, commentary, and generalized research, and should not be construed as personalized investment advice.


Past performance is not necessarily indicative of future results and there is no assurance that the investment objective will be achieved or that the strategies employed will be successful. All investments involve risk and unless otherwise stated, are not guaranteed.
 

The contents of the Site may contain forward-looking statements that are based on Patti Wealth Management’s beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy. Statements and views are subject to change without notice. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

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