overwhelmed with information, and it can be difficult to effectively manage documents and files. Without a governance strategy in place, duplicate evaluate new technologies and integrate them into their existing solutions, as well as negotiating and licensing external information sources. We

management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses and and tools they need to make informed manage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-driven insights, and