Peachtree’s first few years of existence were a baptism by fire, as the markets went from an all-time high into a kind of free-fall. But we were confident in our approach to building portfolios for the long term and finding companies with solid financials, good management and exceptional products. We also offer fixed income opportunities in individual investment grade bonds, where we can analyze the underlying financials of the specific company.

We do not intend to be everything to everybody. We are not, for example, financial planners, CPAs, estate planners or tax attorneys – although we can help you locate very talented firms that can provide you with excellent service in these areas.

Instead, we want to become true partners with a select group of individuals who believe in our basic approach to managing money and who want to work with us to create a stronger financial foundation for themselves and for their family.

We believe in talking openly with our clients to help us understand their needs as well as their goals, and we strive to construct a portfolio that will help them get where they hope to go. We are dedicated to providing our clients with the highest level of personalized service and communication. We care about you, because you care about your financial future.