Skip to main content

  • Home
  • About 
    • About Us
    • President's Invitation
    • Our Team
    • Giving Back
    • In the News
  • Services
    • Investment Management
    • Financial Planning
    • Business Planning
  • Newsletters
  • Contact
  • Account Access

Your Bridge to World Class

Money Management


 

    You are here

  1. Home
  2. About
  3. President's Invitation

President's Invitation

Your financial destination will ultimately be shaped by the decisions you make today. You expect excellence and have made a firm commitment to achieving it in every aspect of your life.

We believe you deserve a firm that is willing to take the time and interest to get to know you and your family, a firm that is keenly aware of your unique goals and objectives. A firm that understands that financial independence does not just happen by accident - it takes time, discipline, coordination, and most of all, planning.

As your independent advisors, we emphasize prudent, fee-based investment management and comprehensive financial planning, coordinating all aspects of your financial life. We will be your constant advocate.

At ClearBridge, our strength lies in our rare combination of objectivity, our breadth of expertise, and our unparalleled work ethic. Our purpose is singular - to help you live a meaningful, rewarding, and financially secure life. After all, our success can only be measured by your success. We look forward to working with you!

Sincerely,

J. Preston Byers CPA CFP®
President

ATLWM20_JamesByers_18786_2.jpg

 

 

Contact Us

Don't hesitate to get in touch with us.

Phone: 770-350-9605
Fax: 770-350-9606

Email: contact@clearbridgewealth.com

7000 Central Parkway Suite 1650, Atlanta, GA 30328

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through ClearBridge Wealth Management, A Registered Investment Advisor and Separate Entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the  following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA

© 2023 ClearBridge Wealth Management. All rights reserved.

Website Design For Financial Services Professionals