Aristia Wealth Management is distinguished by its custom-crafted portfolios backed by independent research and analysis. With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.
ALPHARETTA, Ga., Jan. 30, 2025 /PRNewswire-PRWeb/ --
- New Wealth Management Firm With Old World Charm Combines Wisdom and Wealth for Discerning Clients.
- David McInnis, CFP®, CIMA®, heads the Atlanta office. The firm serves clients nationwide and is backed by LPL Financial.
- Wealth management leader Ryan Snover heads the Nashville office.
- Financial services veteran Kathy Sullivan manages administration and operations.
Aristia Wealth Management has launched a new equation for discerning clients seeking comprehensive planning and customized portfolio management. With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth individuals, families, and businesses.
Managing Partner David McInnis previously managed the portfolios and traded for the entire team of advisors at East Paces Group, an Atlanta-based $850 million Registered Investment Advisor (RIA) he co-founded. He continues to play the same role at Aristia from his office in Alpharetta, Georgia.
"Clients today are more educated than ever," said McInnis. "They want independent research behind investment decisions and advanced planning that used to be accessible only to the ultra-wealthy. By partnering with LPL Financial, we can still handcraft portfolios, and clients benefit from cutting-edge financial technology, cybersecurity, and client experience."
Managing Partners Ryan Snover and David McInnis have been colleagues for 15 years. Snover has nearly 20 years of wealth management experience. He established RiverRock Capital, headed the wealth management division of a regional bank, and specialized in high-net-worth planning at Morgan Stanley. Snover serves clients from his office in Murfreesboro, Tennesse.
Kathy Sullivan joined Aristia Wealth Management in Dunwoody, Georgia, after an extensive career in wealth management, insurance, and banking.
Aristia serves business owners, executives, foundations and endowments, individuals, and families. Services include retirement income planning, tax planning, insurance, legacy planning, and philanthropy strategies.
ARISTIA (AH-RIH-STI-AH) is rooted in the ancient Greek concept of arete, which embodies integrity, valor, and excellence. Our brand is a modern interpretation of this timeless ideal. From Homer's epic heroes to the virtuous character extolled in ancient scripture, arete has been synonymous with human aspiration.
Our commitment to comprehensive service, specialized knowledge, and philanthropic spirit define our dedication to a distinguished clientele.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Connect:
Web: https://www.aristiawealth.com
LinkedIn: https://www.linkedin.com/in/davidmmcinnis
Media Contact
Mark Rose, PRforAdvisors, 1 3603012600, [email protected], https://prforadvisors.com/
SOURCE Aristia Wealth Management
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