Wealth Enhancement & Preservation

  • Financial Advisor
  • Investment Services

  • 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
      Send an Email
    • Amanda Platt
      Director of Events and Communications
      Phone: (770) 386-7007
      Send an Email
    • Jake Sanders, CFP®, BFA
      Managing Director
      Phone: (770) 386-7007
      Send an Email
    • Joseph Thompson, CPA
      Wealth Advisor
      Phone: (770) 386-7007
      Send an Email
  • Map

Printed courtesy of www.cartersvillechamber.com/ – Contact the Cartersville-Bartow County Chamber of Commerce for more information.
PO Box 307, Cartersville, GA 30120 – (770) 382-1466 – reception@cartersvillechamber.com