Balance & Fulfillment.
Financial Blueprint, Wealth Creation & Wealth Management Solutions for Professionals, Families & Business Owners.
Financial-Work-Life Balance.
Many people want to achieve a greater balance between their finances, work life and personal life, so that the critical time spent with loved ones or pursuing personal interests and hobbies is more enjoyable. However, the term "balance" can be misleading because our finances, careers and personal lives don't exist in separate spheres.
How do you achieve this balance? Working with us to craft a financial blueprint aligned with your purpose and values will lead to fulfillment, balance, and sustainable actions towards your goals. A personalized blueprint will improve your financial-work-life balance and can potentially improve your overall well-being, including your physical, emotional, and mental health.
Welcome to the GOOD life!
Providing you with a safe space to envision & plan
As fiduciaries and dreamers ourselves, we provide a soothing environment with secure technology that supports stress free discovery, planning and implementation.
In-person and virtual options
Our office is conveniently located in Buckhead. Can’t make it into the office? No worries – we have clients across the country & we’ve got you covered with telepresence.
Our fiduciary services
Financial Planning & Strategy
Legacy Planning & Governance
Retirement Plan Fiduciary Services
Investment Management
Meet our team
Joseph Stacy, AIF®
Cynthia Reyes
Stephen Carvelli
Stephanie Lang
“Joseph surpassed my expectations as a financial advisor, planner and strategist. I met with many advisors that told me HOW I should invest my wealth, but Joseph provided a sustainable HOW paired with my WHY, which is what matters to me most.”
— SAMANTHA H., MERANTI CAPITAL PARTNERS CLIENT
