Inlight Wealth Management — Contact Email, Phone & Team

Overview

Inlight Wealth Management is an independent, fee-only advisory firm based in Atlanta, Georgia, dedicated to preserving and growing clients’ wealth while simplifying their financial lives. The firm offers comprehensive services, including financial planning, investment management, and family office services, tailored to meet the unique needs of high-net-worth individuals and families. Emphasizing independence and open architecture, Inlight Wealth is not affiliated with any bank or brokerage firm, ensuring unbiased advice and a fiduciary commitment to prioritizing clients’ interests. The experienced team comprises professionals with designations such as Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®), bringing extensive expertise to client relationships. The firm was established on September 29, 2017, and as of June 3, 2025, managed approximately $451.5 million in assets across 945 client accounts. The team consists of five experienced financial planners, including Managing Partner and Chief Investment Officer Jason Joffe, who holds the Chartered Financial Analyst® designation and has over 20 years of experience in wealth advisory and portfolio management. Other key team members include Partner and Client Service and Financial Planning specialist Angie Dumler, a Certified Financial Planner™ professional with over 16 years of experience, and Partner and Operations and Family Office Services expert Ben Esser, who has over 23 years in financial services. Inlight Wealth Management is registered with the SEC under CRD# 289908 and SEC# 801-111767, reflecting its compliance with regulatory standards and commitment to fiduciary responsibility.

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Frequently asked questions about Inlight Wealth Management

What sectors does Inlight Wealth Management invest in?

Inlight Wealth Management invests in Financial Services, Real Estate, Infrastructure, Asset Management, Investment Management and Private Equity, and is based in Georgia, United States. Inlight Wealth Management is listed as a family office in the ConnectSafely investor database.