Helms, John Thomas Agt

NovaPoint Capital LLC is an SEC registered investment advisory firm based in Atlanta, Georgia, specializing in investment management, wealth management, and fiduciary services. The firm is committed to providing tailored solutions to meet the diverse investment needs of its clients through a team of experienced professionals. Led by President Alan J. Conner and Chief Investment Officer Joseph Sroka, CFA CMT, NovaPoint Capital emphasizes a comprehensive approach that includes risk analysis and tax planning. The firm's dedicated team aims to assist clients in navigating their investment journeys while prioritizing their financial goals. Generated from the website

Welcome to Agate. We're accountants, tax advisors, and wealth managers. We see over and over the confusion & frustration of fellow business owners disconnected from their numbers, who juggle multiple service providers in an area outside their expertise. It doesn't have to be hard. It doesn't have to be scary. We're the coordinated team you've been searching for.