We Are Your Active Wealth Team
We are a private wealth management firm headquartered in Atlanta, GA. We believe in managing our clients’ assets actively. We employ a tactical asset allocation strategy in portfolio management. Our team is passionate about educating clients to empower them to invest and retire successfully. We work with three primary groups of people; Pre-Retirees, Retirees and Business Owners. We look forward to helping you reach your financial goals.
Our Custodian Partners
We work with these custodians to further protect your hard-earned assets. We will never take possession of your funds, we will only have limited trading authority within your account to implement your financial plan.
TD AMERITRADE – PREFERRED
The Active Wealth Team
He holds an undergraduate business degree and an MBA with a dual concentration in Finance and Economics. He’s published articles on FoxBusiness.com and hosts The Active Wealth Radio Show on WGKA 920 AM on Saturdays 12:00-1:00 PM in Atlanta. He educates clients to help them invest and retire successfully.
Ford is a native Atlantan who plays ALTA Tennis, Golf and cheers on our hometown Braves, Falcons, Hawks and Atlanta United with his family. Ford and his wife, Diana, have a great time supporting their twin girls at their cheer competitions throughout the Southeast.
Prior to joining Active Wealth, Seats was the Founder and President of Avalon Financial. In late 2019, Active Wealth acquired Avalon Financial, placing Seats in her current role. Before entering the financial industry, Seats worked in the healthcare industry for more than a decade working as Director of Sales and Marketing for several multi-billion-dollar clients.
Seats’ diverse work experiences allow her to take a unique, holistic approach when helping her clients’ plan for the future. Brandy holds a Series 65 Securities License and a Life and Heath License with the State of Georgia. In addition, Seats is passionate about her clients’ financial education and works to share the impact that smart money planning can have on their finances.
In her spare time, Seats enjoys volunteering and running her 501(C)(3) RAOK, Inc. (Random Acts of Kindness). RAOK brings value to the Atlanta community through projects like animal advocacy and financial literacy education.
Carole has a Series 65 Securities License and a Life and Health Insurance License with the State of Georgia. She earned her MBA from DeVry University and her BBA degree from Georgia State University. Prior to entering the financial industry, she worked in Information Technology for over twenty years for several Fortune 500 companies.
As a Mother of twin girls, she understands the importance of proper college planning that also provides flexibility for retirement.
While in the nation’s No. 1 media market, he worked for The Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange. Also a professional actor and singer, he has performed on musical theater stages across the country. Some favorite credits include Little Shop of Horrors (Seymour – BroadwayWorld Award nomination), Forever Plaid (Smudge), 9 to 5 (Joe/Co-Director), and many more.
Matt studied journalism at Gainesville State College and acting at New York’s prestigious HB Studio.