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Lee W. Hollingsworth, CFA, assists individuals,
entrepreneurs, professional organizations, and
charitable entities in building & preserving wealth.
Our practice serves a limited number of clients who
seek to:
- Build a long-term relationship with an
experienced expert who will stand by you and
your family to build and protect assets - Work with a trusted & committed
professional with exceptional educational and
professional credentials, and will be there
when you need him
Lee has a Master’s degree in Finance from the
Wharton School of the University of Pennsylvania.
He achieved the Chartered Financial Analyst (CFA)
designation in 1984, and has over 24 years of
investment management experience.
Working with other local professionals in the same
office location (attorneys, independent CPAs) we
work on investment management, municipal bonds,
IRA rollovers, retirement funding, portfolio
construction, trusts, insurance, profit sharing plans,
corporate problems, & strategic planning.
We have the judgment, experience, and authority to
overcome difficult challenges on an individual basis.
through long-developing relationship.
New Services:
SCAM PROTECTION for seniors and extended family
of clients. Call us with anything suspicious, and we
will analyze its legitimacy. Protect your elderly loved
ones..
VETERANS BENEFITS - We will facilitate Veteran's
Pensions and Medicaid planning for our clients'
extended family. Many be can worth over $1 million
About Lee
American Wealth Management, Inc. headquartered Atlanta, GA 800¬633-4613 |