West Georgia Wealth
Welcome to West Georgia Wealth
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 take a personalized approach to developing a cohesive strategy based on your objectives. We believe that goals are best achieved with an active investment management process which balances growth, tax-efficient income, and risk mitigation.
A Dedicated, Team-Based Approach
West Georgia Wealth brings together portfolio management, client service, and coordination with professionals to support you. 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.
A Broader Wealth Management Relationship
Discretionary Portfolio Management
Families usually delegate investment decisions to West Georgia Wealth allowing their goals to be the focus without getting involved in the day-to-day investment decisions.
Integrated Wealth Advice
Retirement income, tax planning, estate priorities, wealth preservation, business succession and legacy can all influence portfolio strategy to optimize goals.
The Strength of TD Wealth
As part of one of the world's largest banks, we benefit from the global reach of TD Bank, including analysts, economists and our local tax & estate specialists.
Who We Work With
In an effort to manage money effectively and to provide best-in-class service, we are very selective when determining which institutions, foundations, families, and individuals we work with. We typically find ourselves working with investors who have a minimum $2,000,000 of investable assets. However, we also welcome the opportunity to help others with complex needs who may not yet meet our threshold.
