Cedar Rowe Partners - Atlanta, GA 30328

Georgia

Atlanta

Cedar Rowe Partners

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(770) 622-9937

5 Concourse Pkwy Ste 2950, Atlanta GA 30328

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Business Description

Cedar Rowe Partners 5 Concourse Pkwy Ste 2950, Atlanta, GA 30328 Cedar Rowe Partners is an independent, employee-owned private wealth advisory boutique serving high net worth individuals, business owners and families through comprehensive, in-depth wealth planning; customized, goals-based investment strategies; and exceptional client service.

Comprehensive Wealth Planning. We help clients make clear and committed financial decisions around what is important to them and their families. We do this through differentiated, comprehensive strategies that include financial planning, tax and estate planning, business succession planning, insurance planning and philanthropic planning.

Tailored Investment Solutions. Our investment mandate is to first preserve our clients’ capital, then grow it responsibly over time. We strive to protect our clients from permanent impairment of capital through appropriate risk controls. Guided by goals, constraints and risk preferences set out in an investment policy statement collaboratively developed with our clients, we construct and manage cost-effective, tax-efficient investment portfolios designed to achieve our clients’ total return objectives.
Professional Collaboration. Clients are best served when the collective wisdom of their professional advisors is integrated. We work with some of the most qualified attorneys, accountants, insurance professionals and other advisors in the Atlanta area and across the country to ensure that every element of a wealth management plan is thoroughly vetted and understood among the client’s advisory team.

Exceptional Client Service. We are in business to serve our clients, consistently and continuously providing them with a level of service unsurpassed in our industry. Our goal is to exceed the expectations of our clients in everything we do by anticipating and promptly responding to their needs and requirements, thereby providing them with exceptional client experience.