Wealth Management

At Fricke & Associates, P.C., we understand the importance of a comprehensive approach to wealth management. As your trusted advisors, we will work with you to ensure that your priorities guide every decision and that your assets are managed for your specific needs. No matter your stage of life you will benefit from wealth management strategies that employ an all-inclusive view of your finances.

Attorney & Law Firms

Client Testimonials

After a couple years of less than satisfactory experiences from a large chain tax preparation service, I was referred to Fricke & Associates, not only because of their stellar reputation,... more

Jeanette is great to work with. Highly recommend the firm!

Fricke and Associates know their stuff. We have always received honest and reliable service and communication from them has been up to date and relevant. If your small business needs... more

Great team of advisors. Top notch accounting service!!!

Been with this firm for over 20 years. Tallant and Assoc were acquired and everything has remained great. They do a great job.

Very responsive and reasonable rates. Very happy with this group.

Professional and prompt.

The best ever accountants and I am an attorney and picky. Reliable, honest, knowledgeable, up to date and they are kind and listen to you.

Have been well served by my tax professional, Andrew Tallant, who joined Fricke and Associates a little over one year ago.

Wonderful experience working with Andrew and the staff! They are extremely knowledgeable and have helped me understand the best courses of action to take when it comes to business and... more

How We Can Help

Our wealth management team offers a variety of financial management services including:

  • Estate planning
  • Creating and administering trusts
  • Maintaining charitable giving
  • Planning for retirement
  • Establishing and managing college savings plans
  • Maintaining budgets
  • Managing assets
  • Analyzing asset allocation
  • Managing insurance coverage and investment income
  • Aligning your goals with tax planning strategies

As a client of Fricke & Associates, P.C., rest assured that your specific priorities will guide our every decision. We pledge to work with you and your family to realize, strategize, and simplify your wealth management. We also offer financial planning services. Our team of experienced professionals is dedicated to helping you secure your financial future for generations to come.

We can help

If you need a financial advisor near Atlanta, GA, Fricke & Associates, P.C. has the expertise and experience to understand your needs, analyze your financial data, promote your growth, and ensure your financial future is set on a successful path. Additionally, we are a leader in developing and implementing the latest technology for optimizing accounting, tax, and financial planning solutions.

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