Welcome to Powell Wealth Strategists, LLC where your financial well-being is our top priority. We are Charles and Anethia Powell and we’re here to guide you on your journey to financial . Combined, we have 35 plus years of experience in the financial industry and are committed to helping individuals, families, and businesses achieve their financial goals.
Anethia Powell holds a Master’s Degree in Business Administration & Global Management and have a proven track record of delivering sound financial strategies. After seeing first-hand what people’s financial situations looks like after retiring without enough money to live off, she along with Mr. Powell teach people where and how to save money in the right place so they take advantage of the upside potential of the market and no downside risk. She stays updated with the latest industry trends to provide you and your family with the most informed recommendations.
With over three decades of experience in the financial industry, we are your trusted partner in financial planning and wealth management. We are not just financial professionals; we are seasoned professionals who have seen the financial world evolve and adapt over the years.
We started our career in finance in 1988 and have since served thousands of clients from various walks of life. Our 35+ years of experience have been marked by economic booms and recessions, market ups and downs, and countless success stories.
We have a consistent track record of helping clients achieve their financial objectives, whether it’s retirement planning, investment management, or estate planning in the financial service and real estate industry.
We believe in personalized financial solutions. We understand that every individual’s financial situation is unique and so we tailor advice and strategies accordingly.
Whether you’re planning for retirement, looking to grow your investments, or safeguarding your family’s financial future, we are here to guide you. With us, you’re not just a client; you’re a partner on a journey toward financial success.
Together we understand that everyone’s financial situation is different. We work closely with you to create a personalized financial plan tailored to your specific needs and goals. Trust is the foundation of a successful financial relationship. We believe in open and honest communication up front, ensuring you’re always well-informed about your financial choices. Your financial success is our success. We’re dedicated to your financial well-being and will work diligently to help you achieve your goals. When we are not helping clients secure their financial futures, you can find us spending time with our 10 grandchildren. We hold strong to our principles and believe in the 5 F’s (Faith, Family, Finance, Fitness and Fun). We look forward to the opportunity to work with you and help you achieve financial peace of mind. Let’s embark on this journey together. Contact us today to schedule a consultation and take the first step toward a more secure financial future.
Talk with an Powell Wealth Professional to help create your ideal financial future.
Call at 770-935-8114
Address: 4850 Sugarloaf Pkwy, Suite 209-345, Lawrenceville, GA 30044
Call at 770-935-8114
Address: 4850 Sugarloaf Pkwy, Suite 209-345, Lawrenceville, GA 30044
