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5607 Glenridge Drive NE
Suite 275, Atlanta, GA 30342

(404) 843-4483

Sard Wealth Management
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5607 Glenridge Drive NE
Suite 275, Atlanta, GA 30342

(404) 843-4483
  • Home
  • About Us
    • The Company
    • Meet the Team
    • Our Philosophy
    • Letter From the President
  • Why Sard Wealth
    • What Makes Us Unique?
    • Helping Clients Succeed
    • Recognition and Awards
  • Services
    • Comprehensive Planning
    • Investment Planning
    • Retirement Planning
    • Insurance Planning
    • Tax & Estate Planning
  • Contact Us

Downloads

Market Update Conference Calls and Webinars

  • Forecast 2022
  • March 9, 2020
  • January 11, 2016
  • August 24, 2015
  • July 23, 2013
  • October 16, 2012
  • August 1, 2012 Webinar

Financial Planning Questionnaire

Complete this questionnaire and bring it to your initial meeting along with the documents requested on the form

Newsletters

  • Quarter 4 2021
  • Quarter 3 2021
  • Quarter 2 2021
  • Quarter 1 2021
  • Quarter 4 2020
  • Quarter 3 2020
  • Quarter 1 2020
  • Quarter 4 2019

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    Disclaimer :

    Advisory Services offered through Sard Wealth Management Group, LLC. We are properly registered or meet a filing exemption to provide Advisory services to residents of all states at this time.


    Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Sard Wealth Management Group LLC are not affiliated companies. FINRA Brokercheck. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in the following states: GA, FL, VA, TX, TN, IL.

    Insurance products available in the following states: GA, FL, IL, TX, TN



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