Aristia Wealth Management has launched a new equation for discerning clients seeking comprehensive planning and customized portfolio management. With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth individuals, families, and businesses.
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Managing Partner David McInnis previously managed the portfolios and traded for the entire team of advisors at East Paces Group, an Atlanta-based $850 million Registered Investment Advisor (RIA) he co-founded. He continues to play the same role at Aristia from his office in Alpharetta, Georgia.
“Clients are more educated than ever,” said McInnis. “They want independent research behind investment decisions and advanced planning that used to be accessible only to the ultra-wealthy. By partnering with LPL Financial, we can still handcraft portfolios, and clients benefit from cutting-edge financial technology, cybersecurity, and client experience.”
Managing Partners Ryan Snover and David McInnis have been colleagues for 15 years. Snover has nearly 20 years of wealth management experience. He established RiverRock Capital, headed the wealth management division of a regional bank, and specialized in high-net-worth planning at Morgan Stanley. Snover serves clients from his office in Murfreesboro, Tennesse.
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Kathy Sullivan joined Aristia Wealth Management in Dunwoody, Georgia, after an extensive career in wealth management, insurance, and banking.
Aristia serves business owners, executives, foundations and endowments, individuals, and families. Services include retirement income planning, tax planning, insurance, legacy planning, and philanthropy strategies.
ARISTIA is rooted in the ancient Greek concept of arete, which embodies integrity, valor, and excellence. Our brand is a modern interpretation of this timeless ideal. From Homer’s epic heroes to the virtuous character extolled in ancient scripture, arete has been synonymous with human aspiration.
Our commitment to comprehensive service, specialized knowledge, and philanthropic spirit define our dedication to a distinguished clientele.
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Source – PRWeb
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