The Sandy Springs Team
Serving the greater Atlanta, GA, area.
Talk to the team
Location
Atlanta, GA, 30328 (770) 295-5600
A team behind every plan
The Sandy Springs Team specializes in guiding high‑net‑worth and ultra‑high‑net‑worth families through the complexity that comes with meaningful wealth. Our approach blends advanced planning with deep experience supporting business owners, senior executives, and multigenerational families who need seamless coordination across investments, estate structures, tax strategies, charitable goals, and major life transitions.
We work closely with attorneys, CPAs, and family stakeholders to bring clarity to decisions that often involve multiple generations, competing priorities, or complex financial moments. Whether navigating a liquidity event, managing concentrated positions, preparing heirs, or designing long‑term legacy and philanthropic plans, our team provides the structure, communication, and expertise needed for lasting family alignment.
What sets us apart is the way we work as a team. Clients benefit from comprehensive support -investment expertise, planning depth, specialized experience, and a thoughtful approach to helping families come together around their wealth. Our commitment is to offer private‑office‑level service with the personal attention and long‑term partnership families deserve.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View All2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
2026
NAIFA Georgia Top Women Advisors of Georgia (2026)
2026
InvestmentNews $100M Club: Top Female Advisors (2026)
2026
AdvisorHub 250 Advisors to Watch – Over $1B (2026)
2026
NAIFA Georgia Top Advisors Under 40 of Georgia (2026)
2026
InvestmentNews 5-Star Wealth Management Teams (2026)
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Atlanta, GA
Atlanta, GA 30328
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Sandy Springs Team
What we’re thinking about
Open Enrollment Guide 2027: Benefits Checklist
Are You Ghosting Your Finances? What to Do About Your Money Stress
Mood & Money: Research Shows Emotions Are Driving Financial Decisions
Newsroom and Resources
View AllFinancial Advisor IQ: Tiffany Rosetti Featured in “Now’s the Time to Prep Family Offices for Wealth Transfers, FAs Say”
19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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