Contact us at:
(770) 685-1777
What You Will Receive During Your complimentary meeting with Us
- Third-Party Portfolio Analysis
- Retirement Income Gap Analysis
- Social Security Maximization Report
- Financial Plan to Your 95th Birthday with Your Current Asset Allocation
- Financial Plan to Your 95th Birthday with Our Recommended Portfolios & Strategic Roth Ladder Conversion Plan
What You Will Learn:
- How to reduce the fees you are currently paying inside your retirement portfolio
- How to generate retirement income that you can never outlive with a personal pension
- How to protect & grow your hard-earned and hard-saved assets
- How to gain access to specialized financial and insurance products only available through select private wealth management firms
- How to divest the IRS from being your partner in retirement
Featured On
The Active Wealth Team
Ford Stokes
FOUNDER & PRESIDENT
Prior to founding Active Wealth Management, Ford exponentially grew over a dozen companies as a Chief Marketing Officer, he’s passionate about growing our client’s wealth and has over ten years experience in the financial industry. Ford also helped successfully grow a $3 Billion Registered Investment Adviser (RIA) and a $2 Billion Independent Marketing Organization (IMO) from start-up phase to mature and significant profitability as a minority owner in both companies.
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.
Sam Davis
SENIOR FINANCIAL ADVISOR
Sam Davis is a Senior Financial Advisor with Active Wealth Management who has a passion for educating people about ways to protect and grow their hard-earned money. As an experienced financial and broadcasting professional, he uses an organized and practical approach to help people understand how they can achieve lasting, positive results during retirement.
He has shared his talents as an adept speaker and educator in a variety of productions, including live events, national talk radio and podcasts. With prior experience in both collegiate and professional athletics, his unique background has enabled him to develop the diverse skill set and winning attitude he uses each day to deliver effective outcomes for the individuals, families and businesses that he serves.
Sam and his wife Bailey are Kansas natives and University of Kansas graduates who now reside in Atlanta where they enjoy fitness, travel and spending time with their family and friends.
Matt McClure is a Senior Financial Advisor with Active Wealth Management working out of our Midtown Atlanta office. As an award-winning journalist, host and performer, Matt has more than 20 years of experience in television and radio. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange. He currently resides in his home state of Georgia but spent more than 10 years living in New York City. While in the nation’s largest media market, Matt worked for the Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. Matt is also the creator and host of the acclaimed podcast, Take Pride in Retirement.
While in the nation’s #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.
Midtown Office
1175 Peachtree St NE
Suite 1000,
Atlanta, GA 30361