West Georgia Wealth
Welcome to West Georgia Wealth
We are a boutique wealth management team that operates within TD Wealth Private Investment Advice, part of the TD Bank Group.
We believe every family has unique circumstances and we take a personalized approach to develop a winning strategy based on your objectives. We believe that goals are best achieved with a dedicated investment management process which balances risk minimization and capitalizing on market opportunities. We leverage TD specialists and our strong technical background to incorporate financial & estate planning strategies to optimize achieving your goals. We are confident that we will continue to be a reliable advisor to our valued clients.
A Dedicated, Team-Based Approach
West Georgia Wealth brings together portfolio management, client service, and planning coordination to support each client relationship. Our team takes the time to understand your priorities and collaborates with TD specialists where appropriate to help address investment, planning, estate, and tax-related considerations.
How We Support You
Our deliberate approach is designed to provide effective investment strategies tailored to each client's specific needs. Through active portfolio management and ongoing guidance, we help clients navigate changing market conditions while keeping their broader wealth objectives in focus.
Active Portfolio Management
- We actively manage portfolios across changing market conditions.
- Our portfolios are built to provide differentiated exposure beyond standard indexes and mutual funds.
- We focus on long-term risk-adjusted performance.
Tax-Aware Planning
- We help clients plan with after-tax wealth creation in mind.
- We coordinate with TD specialists where appropriate.
- Our planning considers investments, retirement, estate, and tax-related needs.
Depth of TD Wealth
- With one of the largest investment teams at TD Wealth, we aim to put your family in the best position to succeed without the high fees associated with mutual funds, other products.
Who We Work With
In an effort to manage money effectively and to provide best-in-class service, we are very selective when it comes to determining which institutions, foundations, families, and individuals we would work with. We typically find ourselves working with investors who start with a minimum $1,000,000 of investable assets. We also welcome the opportunity to work with young professionals with complex needs who may not meet our threshold yet but we believe are on the path to financial independence.
As we assist with your financial goals, we aim to put your family in the best position to succeed with a transparent and tax-efficient fee structure*.
