Four Corners Wealth Management

Love what you do and you'll never work a day in your life. Happy 4th, everyone!

📈Investment management is not planning. Planning is planning.‼️ Do you have a financial PLAN, or do you just have an investment strategy? 🤔 Planning • Investments • Retirement • Estate & Legacy Protect • Grow • Distribute • Transfer We love what we do. And we’re pretty good at it, too. 🥇FORBES Best-In-State Top Financial Security Professionals •2022 (#6 out of 21 named in Georgia) •2023 (#15 out of 25 named in Georgia) •2024 (#11 out of 29 named in Georgia) *Celebrates excellence in comprehensive financial planning that incorporates investments and insurance to meet client needs *Forbes evaluated advisors based on assets under management, production and premiums, persistency rates, and death benefits. They also looked at advisors who “provide a full client experience” including planning approach and breadth of services.   🥇LSU100: 2019 (#34), 2020 (#76), 2021 (#50), 2022 (#23) *100 fastest growing LSU graduate-owned or graduate-led businesses in the world   🥇2019 WealthManagement.com Thrive Award *America’s 200 fastest-growing and most productive financial advisors   🥇2013-2023 NAIFA Atlanta Top Advisor Under 40 *Top advisors in Atlanta under the age of 40   🥇Northwestern Mutual FORUM – 5-time qualifier (2018, 2020, 2021, 2022, 2024) *Top 1-2% of advisors nationally who earn the highest level of excellence across the vast NM network of 8,000+ advisors

Welcome to the newest member of the Four Corners family - our new Director of Investments, Eric Messer! Little did he know he’d wind up on the cover of Forbes Magazine on his 2nd day on the job. 🤣 Thank you to Forbes / Shook & Blackstone for the invite to an awesome event today in Buckhead. They say you’re either growing or dying; there is no stagnation. We choose to GROW for our clients. 📈

The Four Corners Wealth Management team celebrated our best year ever yesterday at Fairway Social in Alpharetta. 🥳 That marks the 15th consecutive “best year ever” for our firm, dating back to 2009 when I started the practice. So much to celebrate and so much to be thankful for. 🙏🏻 Natalie, David, Alicia, and Tushar are smart, kind, and hard-working people of integrity. I am so lucky to have them as colleagues, and our clients can rest in knowing this talented team is working hard behind the scenes for their families. This year was not without challenge, but working together we got through it and achieved a number of huge milestones for our firm and the families we serve. Thank you to our new clients for placing your trust in our team this year, and thank you to the many loyal clients who stick with us year after year. We love what we do and you’re the reason for that! Now it’s time to rest, reflect, and look ahead to 2024. Cheers! 🥂

And wouldn’t you know… The S&P 500 climbed more than 8% in November — a feat achieved fewer than 10 times since 1928, according to Bloomberg. It’s the gauge’s best month since July 2022 and ended just 5% away from its all-time record. 📈📈📈

20% of Americans consider themselves “wealthy.” Do you?