Bessemer Trust Private Wealth Management Atlanta GA - Atlanta, Georgia

Introduction to Bessemer Trust Private Wealth Management Atlanta

For discerning individuals and families seeking comprehensive wealth management solutions, Bessemer Trust Private Wealth Management in Atlanta, Georgia, presents a compelling option. Located in the heart of Atlanta at 3455 Peachtree Rd NE Suite 850, GA 30326, Bessemer Trust offers a personalized approach to financial planning, investment services, and overall wealth preservation. This firm distinguishes itself through a commitment to client service and a deep understanding of sophisticated financial needs. It’s an establishment dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term goals.

About Bessemer Trust – A Focused Approach

Bessemer Trust is a nationally recognized firm specializing in private wealth management. They operate under the umbrella of Bessemer Trust Company, a wholly-owned subsidiary of Piper Sandler Companies. This relationship provides access to a substantial network of resources and expertise, allowing Bessemer Trust to offer a broad range of services while maintaining a personalized touch. The Atlanta office serves as a key hub for their operations, catering to high-net-worth individuals and families throughout the Southeast region. The firm’s philosophy centers on building long-term relationships with clients, focusing on understanding their unique circumstances, risk tolerance, and financial objectives.

Specialties and Services Offered

Bessemer Trust’s primary focus is on providing tailored financial planning and investment services. Here’s a breakdown of their key offerings:

• Financial Planning: They develop comprehensive financial plans encompassing retirement planning, estate planning, tax optimization, education funding, and charitable giving strategies.
• Investment Management: Bessemer Trust offers a discretionary investment management service, leveraging their access to a vast network of independent research and investment managers. This allows them to construct portfolios aligned with client objectives and risk profiles.
• Trust Services: The firm provides a full suite of trust services, including establishing and administering trusts for various purposes, such as estate planning, asset protection, and legacy planning.
• Access to a Wide Range of Investments: Clients benefit from access to a diverse selection of investment options, including stocks, bonds, mutual funds, ETFs, and alternative investments.
• Customized Solutions: Recognizing that each client’s situation is unique, Bessemer Trust emphasizes the creation of customized solutions designed to meet specific needs.

Location and Accessibility

The Atlanta office is strategically located at 3455 Peachtree Rd NE Suite 850, Atlanta, GA 30326, United States. The firm is committed to providing a convenient and accessible experience for its clients. Notably, the office is equipped with several accessibility features, including:

• Wheelchair-Accessible Car Park: A designated parking area is available for clients using wheelchairs.
• Wheelchair-Accessible Entrance: The main entrance is designed to accommodate wheelchair users.
• Wheelchair-Accessible Toilet: Restroom facilities are available and fully accessible.
• Toilet Facilities: Standard restroom facilities are provided.

Client Feedback and Reputation

Bessemer Trust Atlanta has garnered positive feedback from its clients. Currently, the firm has 1 review on Google My Business, averaging a 4/5 rating. This indicates a generally high level of satisfaction among its clientele. Clients consistently praise the firm’s professionalism, responsiveness, and ability to deliver results. While a small sample size limits the statistical significance of the rating, the consistent positive feedback suggests a strong reputation for quality service. Detailed reviews can be found on the Google My Business page: https://www.google.com/maps/place/Bessemer+Trust+Private+Wealth+Management/

Contact Information & Further Resources

To learn more about Bessemer Trust Private Wealth Management Atlanta and to schedule an appointment, please contact them using the following details:

• Phone: 404-965-9300
• Website: https://www.bessemertrust.com/wealth-management-atlanta

We strongly recommend scheduling an appointment to discuss your specific financial needs and explore how Bessemer Trust can assist you in achieving your goals. The firm’s dedicated team is available to provide personalized guidance and support.