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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Saving for College 101
Here’s a crash course on saving for college.
How literate are you when it comes to your finances? Brush up with these five basics.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The federal government requires deceased individuals to file a final income tax return.
Ascertaining the value of your business is important for a variety of reasons.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When you’re married and have children, insurance needs will be different.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
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.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?
In the world of finance, the effects of the "confidence gap" can be especially apparent.