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Who We Are

Guide       Empower       Live Fully

Our mission is to guide and empower people to live fully.

Simplify Your Life

Taking time to understand yourself in regards to how you relate to money is the first step. Clarifying your resources and goals helps to try to plan your financial goals and roadmap for your family. Our responsibility is to go beyond responsiveness to anticipation, and in doing so attain a deep understanding of:

Helping You Clarify Your Life Goals

  • What's important about money to you
  • How your wealth can serve your values

We are here to help you formulate and articulate your goals and thereby simplify your life in the process.

We'll be with you every step of the way.  

We want to take the mystery out of saving and investing your hard-earned money.

Our conference room.

By developing a customized and comprehensive financial plan, we believe we can confidently work toward your lifetime vision. We understand what you’re up against, and we are here to help you plan for it. 

Dahlonega Office            

81 Crown Mountain Place, A-500

Dahlonega, GA 30533

Phone: (706) 864-8631

Fax: (706) 867-8667

Monday -Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 12:00 PM

Nestled in the foothills of the Appalachians, we are an independent investment planning practice in Dahlonega, GA. The practice specializes in serving pre-retirees and retirees with fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC. Clients include long-time residents, as well as business owners and individuals drawn to the natural beauty of Northern Georgia as a retirement destination.