404-842-9022
PIM® Portfolio Manager
404-240-5465
404-842-9053
Our Mission Statement
To create a high-level, customized, attainable lifelong wealth plan (road map) for each of our clients.
Our Story and Services
Our Process
Guide our clients through this road map and help them make solid investment decisions through predictable behavioral choices.
Our Investment Philosophy
- Behavior is the cornerstone to a good investment return over your lifetime.
- Planning is a Process and not a Product.
- The Plan is a Living Entity that guides you through your decision process.
- Because you helped design the Plan, you’re more likely to follow it through your life.
Services Include
- Wealth Management Strategies
- Retirement Planning
- Investment Planning Strategies
- Asset Management
- 401(k) Rollovers
- Estate Planning Strategies
- Cash Management
- Executive Financial Services
- 529 Plans
- Professional Portfolio Management
- Alternative Investments
- Business Succession Planning
- Trust Services*
- Lending Products
- Divorce Financial Analysis
- Planning for Education Funding
- Commodities
- Fixed Income
- Corporate Bonds
- Municipal Bonds
- Planning for Individuals with Special Needs
- Corporate Cash Management
- Stock Option Plans
- Annuities
Wells Fargo Investment Institute
Meet East Lake Wealth Management Group
Coleman H. Rudolph, CFP
Managing Director - Investment Officer
Simon D. Young
Senior Vice President - Investment Officer
PIM Portfolio Manager
Jake Rudolph
Assistant Vice President
Senior Registered Client Associate
Jeanine Delgado
Assistant Vice President
Senior Registered Client Associate
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services*
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Ready to start a conversation?
Contact East Lake Wealth Management Group Today.
Contact Us
*Bank products and services are available through Wells Fargo Bank, N.A.Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.