6600 Peachtree Dunwoody Road Embassy Row 600, Suite 575 Atlanta, GA 30328

470-474-4PWT
planning@4pwt.com
Free Consultation

PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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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 every step of the way.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals.

<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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<p>The Sequence of Returns</p>

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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HOW WE WORK

We offer comprehensive planning solutions and protection strategies.

Jaylon Ellison, CFP®

Jaylon Ellison, CFP®

Chief Investment Officer

Thomas Suydam, CFP®

Thomas Suydam, CFP®

Senior Portfolio Manager

LET'S GET CONNECTED

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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.