• Wealth Enhancement & Preservation

    • Investment Services
    • Financial Advisor
    680 Douthit Ferry Rd.
    Suite 102
    Cartersville, GA 30120
    (770) 386-7007
    (770) 386-7016 (fax)
    Hours:
    8:30-5 Mon-Fri
    • About

      At Wealth Enhancement & Preservation, we will serve as your financial advisor and source of support. From individual investors to entrepreneurs, our services are designed for your success.

    • Whom to Contact

      • Susanna Murray
        Director of Client Relationships
        Phone: (770) 386-7007
      • Amanda Platt
        Director of Events and Communications
        Phone: (770) 386-7007
      • Jake Sanders, CFP®, BFA
        Managing Director
        Phone: (770) 386-7007
      • Joseph Thompson, CPA
        Wealth Advisor
        Phone: (770) 386-7007
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