Estate Management Counselors, LLC
Overview
Estate Management Counselors, LLC is a registered investment adviser based in Atlanta, Georgia, offering comprehensive financial services. The firm specializes in investment management, estate planning, and tax counseling, providing clients with coordinated, objective, fee-based advice. Their services are designed to align clients' portfolios, estate plans, and tax strategies to achieve optimal financial outcomes. The firm's investment approach focuses on managing balanced, equity, and fixed income portfolios with the goal of achieving above-average returns while subjecting clients to below-average risk. Estate planning is performed in coordination with the client's comprehensive financial plan, enabling individuals to give what they have, to whom they want, in the way and when they want, with a view toward reducing taxes, attorney's fees, and court costs to the greatest extent possible. Estate Management Counselors, LLC is 100% independent and employee-owned, with no outside affiliation. The firm strives to establish close, long-term confidential relationships with clients, offering objective professional advice to assist them in achieving their personal and financial goals based upon a comprehensive financial plan. They are committed to providing professional and courteous service with the highest level of integrity, focusing on building long-term relationships rather than transaction-oriented ones.
Reach Estate Management Counselors, LLC directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Estate Management Counselors, LLC
What sectors does Estate Management Counselors, LLC invest in?
Estate Management Counselors, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Georgia, United States. Estate Management Counselors, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Estate Management Counselors, LLC invest at?
Estate Management Counselors, LLC backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Estate Management Counselors, LLC invest in?
Estate Management Counselors, LLC invests across United States.
Who are the partners at Estate Management Counselors, LLC?
Team members listed for Estate Management Counselors, LLC include Sean Todd (Principal).
How do I contact Estate Management Counselors, LLC?
Estate Management Counselors, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
