At 4P Wealth Trust, it's more than feeling a commitment to our community. As Atlanta residents with a network spanning across the state and country, we live and breathe the same local news, obstacles, and wins as you do.
We're family guys with kids of our own, who personally understand the roller-coaster feelings of worry and pride for our young ones futures, aging parents, and personal goals.
For us, there's a deeply personal sense of duty to our community, to give back and facilitate an environment of progressive financial literacy.
Our 4P Approach is built organically from this mentality, where we utilize our years of experience as wealth professionals for the good of helping others prepare for their financial futures, one-on-one, just as it should be.
Chief Investment Officer
4P Wealth Trust manages assets for individuals, trusts, retirement plans, charitable organizations and businesses adhering to a client centric planning engagement. 4P Wealth Trust provides a comprehensive planning approach paired and...
Client Services Consultant
Managing Director of Mainstay Capital Markets Consultants, Inc
Dave Paulukaitis is the Managing Director of Mainstay Capital Market Consultants, specializing in regulatory compliance and supervisory best practices. With over 30 years of leadership experience, Dave is a leading broker/dealer...
Managing Member of Advisory Services Network, LLC
Thomas C. Prescott, Jr. ("Tom") is a Co-Founder and Managing Member of Advisory Services Network ("ASN") and oversees the firm's strategic consulting and relationship management. He brings over 40 years of financial services industry...