Who We Work With

We welcome investors of all ages and experience levels and specialize in providing to these clientele groups.

Individuals & Families

Individuals & Families

With families of our own, we understand how important it is to build your financial goals to provide for your loved ones.

Small Business Owners

Small Business Owners

Small business owners face some different rules when it comes to succession and personal retirement planning.

High Net Worth Investors

High Net Worth Investors

With actively-managed accounts, we have access to an impressive spread of resources, support, and investment strategies. 

Expertise You Can Trust

Expertise You Can Trust

What does it take to build your ideal retirement? 4P Wealth Trust will create custom comprehensive strategies with disciplined execution designed to help you reach your retirement goals.

We have only one focus: you. We'll work with you to provide personalized support through every stage of life.

How We Work

We offer comprehensive planning solutions and protection strategies.

Jaylon Ellison, CFP®

Jaylon Ellison, CFP®

Chief Investment Officer

470-474-4798

Thomas Suydam, CFP®

Thomas Suydam, CFP®

Senior Portfolio Manager

678-444-7823

Connect With Us Today

Thank you!
Oops!

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.