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NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH FOCUSED ON YOUR FUTURE AN APPROACH DESIGNED FOR YOU CORONAVIRUS


Andrew Sullivan, CFP®

Managing Partner and Wealth Advisor

Office: (678) 867-0500

5755 North Point Parkway, Suite 207
Alpharetta, GA 30022

asullivan@sullivanandschlieman.com

Josh Schlieman, CFP®

Partner and Wealth Advisor
   

Office: (678)-780-3200

641 Spring Street SE
Gainesville, GA 30501

jschlieman@sullivanandschlieman.com

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. 

Why Us

We can help take some of the mystery out of preparing for your financial future.

Our Services

Let us provide you with the guidance that can help you understand and better define your financial goals.

Events

Come see what we have planned.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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