Andrew Sullivan, CFP®
Managing Partner and Wealth Advisor
Office: (678) 867-0500
5755 North Point Parkway, Suite 207
Alpharetta, GA 30022
Josh Schlieman, CFP®
Partner and Wealth Advisor
641 Spring Street SE
Gainesville, GA 30501
Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs.
With the help of a committed staff, Andrew and Josh earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Being healthy not only makes you feel good, it may also help you financially.
Do your insurance needs stay the same when the nest empties?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding how capital gains are taxed may help you refine your investment strategies.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the value of a home warranty.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.