Buckhead Wealth Management is an independent investment services firm headquartered in Atlanta, Georgia. We understand your desire to reach your dreams at any stage of your life and pride ourselves on providing customized financial information to families, individuals and businesses. Financial independence is a continuing goal, and our advisors work with you on a personalized plan to make it happen.
We know that financial planning is not a one-size-fits-all solution. An essential part of a comprehensive wealth plan is adapting to changing needs. What works for individuals beginning their wealth-building journey evolves a great deal by the time they retire. Flexible strategies are essential to ensure you have financial security throughout your lifetime. We analyze your retirement plan so you know where you stand and where you need to go.
We believe in being positively involved with both our clients as well as local organizations. We volunteer with the Bill Maness Foundation and are on the Advisory Board of the Atlanta Sympathy Orchestra (ASO).
Wealth Manager and CEO
Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement plans, distribution through LPL Financial from qualified accounts (generating retirement income) and estate and retirement planning.
LPL Registered Operations Manager
Brittany Maragh has been with the firm for over 6 years. She works side by side with Taylor Winn to provide a high-level client experience for clients. She specializes in account services and supports the advisors with trading & rebalancing.
Brittany is a Cum Laude honor graduate from Georgia Southern University and holds FINRA registration Series 7 and 63 through LPL Financial.