Our Purpose is singular...to help you live a meaningful, rewarding and financially secure life.

ClearBridge is a leading provider of investment and wealth management services. The firm has distinguished itself through the caliber of its people and its commitment to high ethical standards and extraordinary service. Located in Atlanta, Georgia, ClearBridge provides comprehensive financial planning and fee-based investment management.

ClearBridge’s services and expertise are best suited for successful individuals, families and owners of closely held businesses that are serious about planning for and the creation of wealth. The firm’s clients have substantial financial resources and enjoy the freedom that comes from outsourcing the financial advisory function of their lives. They understand and appreciate that the pursuit of financial independence requires a comprehensive, systematic and highly integrated approach to planning.