Alpharetta, GA — Wealth Management
Accelerate Your Wealth with Precision Strategy
Your financial goals deserve more than guesswork. Get a clear, personalized plan built on 25 years of experience.
Our Approach
Take the Stress Out of Financial Planning
Planning for your financial future should bring clarity, not confusion. Every strategy starts with listening.
Deep expertise, tailored to you.
With over two decades in the industry, we combine hands-on knowledge with advanced tools to build strategies around your specific situation — not a one-size-fits-all template.
Proactive, not reactive.
Markets shift. Life changes. We stay ahead with continuous analysis and risk management so your plan adapts when it needs to.
Transparent every step of the way.
You will always know where you stand. Clear communication and honest guidance are the foundation of every client relationship we build.
Our Services
The Right Strategy for Every Stage
📊
Build a Comprehensive Financial Plan
A holistic roadmap covering savings, investments, insurance, and estate planning — tailored to your life.
Learn more 🏁Plan for the Retirement You Deserve
Income strategies, Social Security optimization, and withdrawal planning to fund the life you envision.
Learn more 📈Align Your Assets with Your Goals
Disciplined portfolio construction based on your risk tolerance, time horizon, and objectives.
Learn more 🛡️Keep More of What You Earn
Tax-efficient strategies including Roth conversions, tax-loss harvesting, and charitable giving.
Learn more 🔒Protect What You Have Built
Risk management through proper insurance coverage, estate planning, and legacy strategies.
Learn moreOur Mission
Your Finish Line is Unique
Whether you are building wealth, planning for retirement, or protecting what you have earned, Wassey Wealth Management is your partner for the road ahead. With the precision of a championship pit crew and 25 years of financial expertise, we build plans that keep you on track and moving forward with confidence.
Get to Know Us
Get Started
Ready to Map Your Financial Future?
Tell us a little about yourself and what you are working toward. We will reach out to schedule a conversation.