Carson Wealth

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlanta, GA area, Will Patterson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Focus on the things most important in your life, now and in the future.Since 2000, our financial advisors in Atlanta have been helping people focus on the things that are most important in their lives, now and in the future. We help clients define their freedom and then help them design a path to get them there.Our professionalism, dedicated service and objectivity set us apart from other financial advisors in Atlanta. We take a holistic approach to wealth management and bring personal fulfillment and a lasting legacy to our clients through comprehensive wealth, estate, tax, charitable gifting, and investment planning strategies.Were active in the Atlanta community, from hosting career day events to sponsoring annual fundraisers for charities we hold dear to our hearts. Were a family and we strive to make everyone who walks through our door feel welcome.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Atlanta is here for you, serving downtown and surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.