Seraphim Wealth Advisors
Investment Management, 1475 Peachtree St Ne, Atlanta, Georgia, 30309, United States, 1-10 Employees
Phone Number: +18*********
Who is SERAPHIM WEALTH ADVISORS
SWAI, is a registered investment advisory firm in the State of Georgia. SWAI combines financial education, advice, and financial management to ensure the most sophisticated investor or av...
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Headquarters: 1475 Peachtree St Ne, Atlanta, Georgia, 30309, United States
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Date Founded: 2020
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Employees: 1-10
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Revenue: $1 Billion and Over
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Seraphim Wealth Advisors
Answer: Seraphim Wealth Advisors's headquarters are located at 1475 Peachtree St Ne, Atlanta, Georgia, 30309, United States
Answer: Seraphim Wealth Advisors's phone number is +18*********
Answer: Seraphim Wealth Advisors's official website is https://seraphimwealth.com
Answer: Seraphim Wealth Advisors's revenue is $1 Billion and Over
Answer: Seraphim Wealth Advisors's SIC: 6282
Answer: Seraphim Wealth Advisors's NAICS: 523940
Answer: Seraphim Wealth Advisors has 1-10 employees
Answer: Seraphim Wealth Advisors is in Investment Management
Answer: Seraphim Wealth Advisors contact info: Phone number: +18********* Website: https://seraphimwealth.com
Answer: SWAI, is a registered investment advisory firm in the State of Georgia. SWAI combines financial education, advice, and financial management to ensure the most sophisticated investor or average person is equipped with the knowledge and tools needed for successful decision-making. Our goal is to protect individuals, families, and businesses utilizing a client-centered approach through all phases of financial development; from the basics of investing to fulfilling legacy, while honoring God in our endeavors. Our day-to-day work focuses on addressing and solving our clients most pressing tax, estate and financial concerns. We help our clients take deliberate actions to accomplish whats most important. In general those actions focus on five key planning areas, namely: - Wealth Advisory and Management Services - Financial Planning - Tax Preparation - Tax Mitigation and Other Services - Financial Literacy Outreach Services SWAIs objectives are to provide the highest level of investment management, which includes customized financial plans and tailored investment strategies, to achieve overall financial goals. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a clients circumstances are established, we develop a clients personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target. Account supervision is guided by the stated objectives of the client (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. We also teach and increase financial literacy in the areas of income protection, savings, wealth building, retirement planning, and legacy planning, while ensuring the goals and concerns of our clients remain a priority.
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