Akers Wealth Management Group of Wells Fargo Advisors, Atlanta GA

Investment Planning

Will your investment plan get you to the next level?

Creating a plan to manage your wealth can help you achieve your dreams. We start

by understanding you and your goals, then provide personalized recommendations.

Our team at Akers Wealth Management Group provides all our clients with knowledgeable advice that is consistent with their specific financial situation to help meet their financial objectives. We provide a combination of capital preservation and wealth creation strategies, with highly specialized experience in asset allocation and professional money management products.

Our group offers fee-based discretionary portfolio management for investors who seek the flexibility to efficiently build and maintain customized portfolios using a diverse selection of investments. We help narrow down the countless investment opportunities to determine what best fits your unique financial needs and goals.

As PIM^®1 portfolio managers, we provide active and strategic investment management. This means we help with tactical portfolio rebalancing, designed to help achieve your specific investment goals throughout various market cycles while buffering market volatility.

Our process includes:

Thoroughly assessing your unique financial factors and goals

Conducting a detailed analysis of companies, industries and overall economic conditions when selecting securities for your portfolio

Constructing an appropriate, custom-tailored asset allocation strategy based on our well-defined investment philosophy

Considering a combination of diversified investments, such as cash alternatives, stocks, bonds, mutual funds, unit investment trusts, and exchange traded funds, all in a tailored portfolio strategy to help meet your investment objectives

We systematically review investments in your portfolio and measure against a series of economic and market factors. As conditions evolve and circumstances change, we adjust your portfolio to keep it aligned with your investment objectives.

Living well starts with a plan.

Let our experienced team help you manage your wealth with confidence.

_{¹Private Investment Management. Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.}