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2400 Lakeview Parkway, Suite 550
Alpharetta, GA 30009
Phone:
  • (678) 647-8040
Fax:
  • 678-935-3990

“In Counsel Is Wisdom”
 

Consilium Associates is a wealth advisory firm located in Alpharetta, Georgia.  Our name is of Latin origin, meaning “counsel,” chosen because we believe that without wise counsel plans fail; but, with many advisors, they succeed.  Our offering of comprehensive financial planning and investment management services is built on the pillars of personal attention and independent thinking.

Investment Strategy and Market Update - October 2018

After hitting an all-time high in September 2018, the U.S. stock market, as represented by the S&P 500 Index, has declined more than 6%. In addition, many areas of the bond market have experienced selling pressure. Higher rates and trade war fears are behind the profit-taking thus far in October. The commentary below represents our thoughts on the recent market moves, as we look to the second half of what has certainly been a volatile month.

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Financial Planning

Consilium Associates provides comprehensive financial planning services centered on each client’s unique goals and objectives. There are several key areas on which we focus.

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Higher Education: College Saving and Funding Strategies

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck