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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.

Tax Reform - How Will You Be Affected?

DID YOU KNOW - Starting in 2018, tax-free distributions from 529 College Savings Plans can be used for elementary and secondary expenses, and will no longer limited to post-secondary expenses. This is a permanent expansion. In addition, trust and estate marginal tax rates will change. The top rate is down to 37% from 39.6%; and, brackets have been simplified from five to four brackets.

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INVESTMENT MANAGEMENT

Explore our investment management approach, built on the pillars of personal attention and independent thinking.

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Understanding Social Security and Medicare: America’s Retirement Safety Net

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