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Welcome to Active Wealth

We invite to look around to learn how you can take control of your financial future to get the retirement you deserve. You worked hard to provide for your family, we will work hard to protect and grow your money. Have you ever been asked to just hang in there when the market loses value? We approach investing differently than a lot of advisors and brokers. We actively manage your assets and rebalance your portfolio monthly without charging additional fees. If you’re curious about our investing approach, then you’re on the right track. Curiosity is one of the most important elements to successful investing. We at Active Wealth Management look forward to helping you achieve your financial goals. You can afford Private Wealth Management.


Don’t Miss Our Fun Events!

We provide complimentary seminars for those wanting to
learn more about successful financial planning.

Our Free Offers at No Cost to You

Free Financial Plan
Free Portfolio Analysis
Free Annuity Review

Want to know how much risk you are taking with your investments? Do you know how correlated your assets are to the overall market and to each other?

Active Wealth Radio Show

Don’t miss The Active Wealth Radio Show Saturdays on WGKA 920AM from 2:00-3:00PM

LEARN MORE

Submit Your Financial Workbook
and Get Started Today!

Let’s Go Liberty Middle School Patriots! Grace and Madison are ready to cheer you guys to win #2! Let’s Go 2-0! ...

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Sherry Kranick with Berkshire Hathaway shares Downsizing tips and Marc and Ford detail how to invest for your Child’s College Education and Your Own Retirement in one Tax-Advantaged Product. #Downsizing #Retirement #Tax-AdvantagedInvesting #CollegePlanning #IUL ...

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Diana Stokes talks Medicare Supplement Planning and Ford shares important strategies to beat Sequence of ReturnsRisk. https://activewealthshow.com/episode-gallery/. #MedicareSupplements #SequenceofReturnsRisk #Retirement #Investing ...

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You will how to invest tax-efficiently for a successful retirement when you listen to The Active Wealth Show! #activewealthshow #Retirement #ROTHIRA ...

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Enjoyed talking Tax-Efficient investing for Business Owners with @abhigolhar on Biz1190. This is a MUST WATCH for business owners planning for a successful retirement. https://youtu.be/mff3T8rsGnE #ActiveWealth #Retirement #businessowner #Investing #rothira ...

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Learn about the three main ways to invest and the difference between retail and wholesale investing on this week’s Active Wealth Show on AM920THEANSWER this Saturday, 2:00-3:00 PM or listen anytime on ActiveWealthShow.com #investing #retirement #tacticalinvesting #annuities #activewealth #activewealthshow ...

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We had fun cheering on The Braves this weekend! #Braves #activewealth #activewealthshow ...

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Listen to Episode 4 of The Active Wealth Show to Learn 12 Strategies to Optimize your Portfolio. Bonus: Roth Ladder Conversion Example. https://activewealthshow.com/podcast/12-ways-to-optimize-your-portfolio/ #wealth #Retirement ...

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Happy 4th of July to all of the GREAT AMERICANS who are Keeping America GREAT! #KAG2020 #MAGA ...

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Happy July 4th! A BIG THANK YOU to our Veterans and Military Folks for your sacrifice to keep America FREE! Our offices will be closed on July 4th in recognition of the July 4th Holiday. We hope you and your family have a Safe and Happy July 4th Weekend! #july4th2019 #usa #usarmy #usnavy #usaf #uscoastguard #FederalEmployees #retirement #ActiveWealth #ActiveWealthShow ...

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Ford shares FIVE RULES for INVESTING and the definition of your “Retirement Income Gap” on “The Active Wealth Show” Saturday 2-3pm on 920TheAnswer. Also, catch the show on ActiveWealthShow.com. #Investing #ActiveWealth #ruleof100 #4percentrule #ruleof72 #WarrenBuffet ...

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We will talk about some traditional rules of investing and Your Retirement Income Gap on this Week’s Active Wealth Show on 920TheAnswer Saturday 2:00-3:00 PM. #ActiveWealth #Activators #RothIRA #Retirement ...

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Learn how to reduce RMDs and Maximize Social Security Income Benefit on The Active Wealth Show 920TheAnswer ActiveWealthShow.com #ActiveWealth #RMDs #SocialSecurity #SolveFinancialHeadwinds ...

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We are ready to launch The Active Wealth Show on WGKA! We will help listeners invest and retire successfully! Be sure to keep your portfolios Tax, Fee and Market Efficient! #ActiveWealth #wealth #VisionforRetirement #WGKA ...

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#ActiveWealthShow #wealth #vision #TaxSavings The Active Wealth Show airs on Saturdays at 2:00-3:00 PM on WGKA 920AM ...

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We had a great kickoff meeting today for The Active Wealth Show at WGKA’s Salem Broadcasting’s Atlanta studios! Our Show will air on WGKA 920AM Sat. 2-3PM! #ActiveWealthShow #ProtectAndGrow ...

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We Love Our Clients THIS MUCH!! #dovechocolate #Tumblers #activewealth ...

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Hey Cheer Moms and Cheer Dads, You do a great job of supporting your Cheer Athletes. We encourage you to immediately begin saving and investing for your child’s College Education and your own retirement too. We have ONE, sound, risk-free, Tax-Free Investment Strategy that will Fund College and your Golden Years. Another hint: Optimize Your 401k, don’t just buy and hold with the single allocation that you set when you start working with an employer. Good luck to all of the hard-working Cheer Athletes at Cheersport Nationals in Atlanta! Thank you coaches! #Cheersport #Cheer #ATACheer #Cheerscoop #BeachEliteCheer #BEAFam #CollegePlanning #Retirement #CompetitionCheer #AllStarCheer #parenting #ActiveWealth ...

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Do you know what an EXPENSE RATIO is? Do you know what your Expense Ratio with your Portfolio? If you have a significant amount of mutual funds in your portfolio, then you might be surprised by the fees you are paying each year. Expense Ratio = Total Fund Costs/ Total Fund Assets. We will conduct a FREE PORTFOLIO ANALYSIS FOR YOU to help you better understand your Expense Ratio and the fees you are paying annually that don’t necessarily show up in your financial statement. An ETF is a lower fee financial product that delivers investment diversification. If your advisor has not shared what your Expense Ratio is in your portfolio, then you should consider getting a complimentary Portfolio Analysis. #LowerYourExpenseRatio #FeeEfficientPortfolio #Retirement #MutualFunds #ETFs #ETFsVSMutualFunds #TactialAssetAllocation #ActiveWealth ...

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1. 75% of all people 65+ years old will need $50,000+ in LTC 2. Avg Length of LTC Claims 3.8 years 3. Avg Life Expectancy after Alzheimer’s diagnosis 4-7 years 4. Avg Nursing Home Care is $70,000/year 5. By 2030 Nursing Home Care is expected to be $190,600/year We offer FREE LTC Quotes to everyone who walks into our office. Chances are you will need LTC Insurance during your retirement years. #LongTermCareInsurance #longtermcare #activewealthmanagement #ActiveWealth ...

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