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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.

Time to Get Tax-Savvy: Managing Your Tax Burden

2019 Investment Strategy and Economic Outlook

At the beginning of every new year, the Merit Investment Team takes a look back at the year that was, and looks forward to the year to come, summarizing our findings in this annual “outlook” letter. We are pleased to present to you our 2019 Outlook and Strategy.

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The First Year - A Checklist for Widows

Navigating the transitions of widowhood can be overwhelming, especially the financial aspects. The First Year Checklist provides a list of some items that will need attention, including a suggested timeline.

Click Here for Checklist
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck