WEALTH MANAGEMENT | ALPHARETTA, GEORGIA
Your Financial Life Has Become More Complex. Your Advice Should Become More Coordinated.
You have worked hard to accumulate meaningful wealth. As that wealth grows, however, the decisions surrounding it become increasingly connected.
Investments affect taxes. Retirement decisions affect income and portfolio risk. A business transition can reshape your family's financial future. Estate decisions affect how wealth ultimately reaches the people and causes that matter to you.
At Fountain Wealth Partners, we bring these decisions together through one coordinated wealth management relationship—helping you understand where you stand, make informed decisions, and move forward with greater confidence.
Why software alone falls short: How automated algorithms fail during critical life transitions, tax adjustments, and market volatility.
The four pillars of human wealth management: How direct access to a dedicated senior advisor, 100% fee-only fiduciary independence, comprehensive wealth coordination, and long-term continuity protect your legacy.
What you can expect as a client: The exact written deliverables, fee transparency, and local face-to-face access you gain by partnering with an independent CFP® lead advisor.
Why software alone falls short: How automated algorithms fail during critical life transitions, tax adjustments, and market volatility.
The four pillars of human wealth management: How direct access to a dedicated senior advisor, 100% fee-only fiduciary independence, comprehensive wealth coordination, and long-term continuity protect your legacy.
What you can expect as a client: The exact written deliverables, fee transparency, and local face-to-face access you gain by partnering with an independent CFP® lead advisor.
Advisory services offered through Financial Consultants Group, Inc., an SEC Registered Investment Advisor. Fountain Wealth Partners is a marketing name for advisory services. Registration does not imply a certain level of skill or training.
You Have Spent Years Building Wealth. Now the Questions Are Different.
For much of your career, the financial objective may have seemed relatively straightforward: work, save, invest, grow.
Eventually, the questions become more consequential.
- Are we financially prepared to retire when we want?
- How much can we comfortably spend without jeopardizing our future?
- Are we taking more investment risk than we need?
- Could we be managing taxes more effectively?
- When should we begin Social Security or portfolio withdrawals?
- Should we consider Roth conversions or other tax-planning strategies?
- How should a future business sale or other liquidity event change our financial strategy?
- Can we help our children or grandchildren today without compromising our own security?
- Does our estate plan still reflect our family, our assets, and our intentions?
- If something happens to one of us, will the surviving spouse know what to do and whom to call?
These are no longer isolated investment questions. They are wealth management questions.
Our role is to help you understand how the pieces of your financial life fit together and provide experienced guidance as those decisions evolve.
Bringing The Pieces Together
A portfolio can be well managed while the overall financial strategy remains disconnected.
That is why our work begins with your financial life—not simply your investments.
We seek to understand what you have built, how your financial life is structured, what matters most to you and your family, and what you want your wealth to accomplish. From there, we help bring the major areas of your financial life together into one coordinated strategy.
A diversified investment strategy aligned with your goals, risk tolerance, income needs, time horizon, tax circumstances, and broader financial plan.
Understanding where retirement income will come from, how much your lifestyle may require, and how investments, Social Security, pensions, required distributions, and other resources can work together.
Evaluating the tax implications of investment decisions, withdrawals, Roth conversions, charitable giving, concentrated positions, and significant income or liquidity events—while coordinating with your CPA when appropriate.
Helping align account ownership, beneficiary designations, investment strategy, liquidity needs, charitable intentions, and family priorities with the estate plan developed with your attorney.
Helping business owners connect the value they have created in their companies with their personal retirement, investment, tax, estate, and family objectives—including preparation for a future transition or liquidity event.
Helping families thoughtfully consider gifts, education funding, charitable priorities, support for children and grandchildren, and the responsibilities that can accompany significant wealth.
Good Advice Becomes More Valuable When Your Advisors Work Together.
As wealth becomes more complex, financial decisions increasingly overlap. An investment decision may have tax consequences. An estate-planning decision may affect account ownership and beneficiaries. A business transition may influence retirement, taxes, investments, and family planning all at once.
That is why coordination matters.
When appropriate, we work alongside your CPA, estate attorney, insurance professionals, and other trusted advisors to help ensure important financial decisions are considered in the context of your broader plan.
Our goal is not to replace the professionals you already trust. It is to help connect the pieces—so you have a more coordinated financial strategy and a team that understands where you are trying to go.
You remain at the center of every decision—with a wealth management team helping you understand how the pieces fit together.
Your Portfolio Has a Purpose Beyond Performance
Investment management is an important part of wealth management—but it should not exist independently from the rest of your financial life.
We build and manage diversified portfolios around each client’s goals, risk tolerance, time horizon, income needs, tax circumstances, and broader financial plan.
Our investment philosophy combines disciplined research with thoughtful active and passive management. Depending on each client's circumstances, portfolios may include individual securities, fixed income, exchange-traded funds, mutual funds, institutional investment strategies, and other diversifying investments.
We continually evaluate asset allocation, risk, costs, tax implications, and changing market conditions while keeping each portfolio focused on the role it is intended to serve.
For one family, that may mean generating dependable retirement income. For another, preserving and investing wealth surrounding a business transition or liquidity event. For another, pursuing long-term growth while thoughtfully preparing to transfer wealth to the next generation.
The investment strategy should serve the plan—not the other way around.
Client assets remain in the client’s name at independent custodians, including Charles Schwab & Co. and Axos.
Some of the Most Valuable Financial Decisions Happen Before They Become Urgent.
We believe effective wealth management should be proactive rather than reactive.
That means looking beyond today's account balances and investment performance to anticipate important decisions that may be months—or even years—ahead.
Those decisions may include:
- Choosing when to retire
- Preparing for required minimum distributions
- Managing a concentrated stock position
- Preparing for the sale or transition of a business
- Evaluating Roth conversion opportunities
- Planning a significant charitable gift
- Selling real estate or another highly appreciated asset
- Responding to changes in tax law
- Preparing for the possibility of death or incapacity
- Beginning to transfer wealth to children or grandchildren
Planning ahead creates time—time to evaluate alternatives, understand tradeoffs, coordinate with your other professionals, and make thoughtful decisions rather than rushed ones.
Your financial strategy should continue to evolve as your life, family, priorities, markets, and financial circumstances change.
Wealth Management for People Who Have Built Something Meaningful
Fountain Wealth Partners primarily serves individuals and families whose financial lives have reached a level where greater coordination, thoughtful planning, and experienced guidance can make a meaningful difference.
Our clients often include:
- Successful professionals and corporate executives in their peak earning years navigating complex compensation structures.
- Individuals and couples approaching retirement with substantial investment assets seeking clear, tax-aware retirement cash-flow strategies.
- Retirees managing the wealth accumulated over a lifetime with an emphasis on sustainable income and capital preservation.
- Current and former business owners connecting business value, pre-liquidity planning, and succession with personal wealth goals.
- Families navigating inheritance or significant liquidity events requiring multi-layered tax and investment coordination.
- Widows and surviving spouses assuming greater responsibility for family finances and seeking a dedicated, long-term guide.
- Families thinking intentionally about the wealth they will eventually transfer to children, grandchildren, and charitable causes.
| Cost & compensation element | Traditional commissioned broker | Hybrid "fee-based" firm | Fountain Wealth Partners (100% fee-only) |
|---|---|---|---|
| Direct advisory / management fee | Varies or zero (built into products) | 1.00%–1.50% advisory fee | Transparent flat or percentage-based fee |
| Insurance & annuity commissions | Up to 7.00% upfront + trail | Earned on insurance side | 0%—Never accepted |
| 12b-1 mutual fund distribution fees | Collected directly | Permitted on brokerage side | 0%—Rebated or avoided |
| Revenue sharing / custodial kickbacks | Standard practice | Common in hybrid setups | 0%—Banned by firm mandate |
| Written fiduciary agreement | No (Suitability standard) | Partial (Only on select accounts) | 100% written fiduciary commitment |
Many come to us because they have outgrown an investment-only or transactional advisory relationship. They want more than someone managing a portfolio—they want a team that understands the complete financial picture and helps them make informed decisions as their lives evolve.
Although many of our relationships begin with $1 million or more in investable assets, we consider each family’s circumstances, planning needs, complexity, and potential fit individually.
When Greater Wealth Creates Greater Complexity
As wealth grows, the number of financial decisions often grows with it.
Multiple investment accounts, concentrated positions, business interests, real estate, trusts, charitable strategies, complex tax considerations, and the needs of multiple generations can make it increasingly difficult to view the financial picture as a whole.
For families with more complex wealth, our Private Wealth approach provides an added level of planning, coordination, and oversight.
This may include:
- Coordinating multiple investment accounts and custodians
- Managing concentrated positions and significant liquidity events
- Integrating business interests and real estate into the broader financial strategy
- Advanced retirement and cash-flow planning
- Tax-aware investment, withdrawal, and charitable-giving strategies
- Coordinating with CPAs, estate attorneys, and other professional advisors
- Planning around trusts, beneficiaries, and multi-generational wealth
- Helping families prepare for the eventual transfer of wealth and financial responsibility
The objective is not greater complexity. It is greater clarity.
We help families organize the moving parts, understand the decisions in front of them, and maintain a coordinated strategy as their wealth, family, and priorities evolve.
The objective is not to make wealth more complicated. It is to make the complexity more manageable.
Our Unified Wealth Management Framework
We connect your entire financial life into a continuous, disciplined fiduciary strategy designed to protect and grow your family's capital. Our core wealth management methodology operates across three synchronized disciplines:
Unified balance sheet management
We consolidate and actively manage your entire net worth—liquid investment accounts, executive compensation assets, real estate holdings, and private business interests—into a single, coordinated dashboard.
Proactive tax and cash flow alignment
Wealth management requires looking ahead, not backward. We model multi-year tax brackets, analyze withdrawal sequencing, and coordinate directly with your CPA prior to year-end to minimize lifetime tax drag.
Fiduciary legacy and generational protection
We ensure your estate documents, account titling, and beneficiary structures reflect your exact intentions, working alongside your legal counsel to protect assets from unnecessary probate, litigation, and tax erosion.
David Fountain, CFP® — Founder & Lead Advisor
Sophisticated Advice Should Still Feel Personal.
We believe successful wealth management requires more than technology, investment research, and financial projections.
It requires knowing the people behind the numbers.
We want to understand how you built your wealth, what matters most to you, the people you want to help, what you want the next chapter of life to look like, and what you hope your wealth ultimately makes possible.
You benefit from the collective experience of an experienced advisory team while maintaining a personal relationship with people who know you and your family.
As circumstances change, you should not have to start over explaining your financial life. We want to be the team you call before making an important financial decision.
As circumstances change, you should not have to start over explaining your financial life. We want to be the team you call before making an important financial decision.
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies.
Significant tax considerations. Multiple generations with different needs and responsibilities.
When greater wealth creates greater complexity
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies. Significant tax considerations. Multiple generations with different needs and responsibilities.
For families with substantial wealth and more complex financial circumstances, Fountain Wealth Partners offers a Private Wealth relationship designed to provide enhanced planning and coordination across the family's complete financial picture.
The objective is not to make wealth more complicated.
It is to make the complexity more manageable.
Specialized Wealth Management Pathways
Fountain Wealth Partners organizes advisory services into two dedicated practices: Private Wealth for complex multi-generational estates and Virtual Wealth for mobile families nationwide.
To match your specific level of wealth complexity and family footprint, we deliver unconflicted fiduciary guidance through two structured pathways:
Private Wealth for High-Net-Worth Families
Virtual and National Wealth Management
Some families require an additional level of planning and coordination.
Multiple investment accounts and entities. Trusts. Concentrated holdings. Business interests. Real estate. Charitable strategies. Significant tax considerations. Multiple generations with different needs and responsibilities.
For families with substantial wealth and more complex financial circumstances, Fountain Wealth Partners offers a Private Wealth relationship designed to provide enhanced planning and coordination across the family's complete financial picture.
The objective is not to make wealth more complicated.
It is to make the complexity more manageable.
Customized fiduciary guidance for multi-generational estates, family governance, and complex balance sheets.
As your balance sheet expands, managing multi-tiered accounts, private holdings, and multi-generational stewardship requires deliberate, partner-level coordination. Our private wealth practice provides dedicated senior advisor access, custom asset allocation, and family office services.
- Family governance and stewardship: Structured frameworks to prepare children and grandchildren for responsible wealth stewardship across generations.
- Family office coordination: Consolidated reporting and active management across liquid portfolios, real estate, and private assets.
- Direct partner access: Proactive, ongoing strategy and balance sheet reviews led directly by firm partners.
High-touch, fee-only fiduciary advisory for mobile families and clients nationwide.
Whether you're relocating from Georgia, managing assets across multiple states, or prefer the convenience of modern digital advisory, our national practice delivers the same fiduciary care without geographical limits.
- Multi-state continuity: Seamless advisory for North Fulton families with secondary residences or family members across the country.
- Tax and domicile coordination: Guidance on multi-state real estate assets and tax-efficient retirement relocation.
- Direct partner access: Collaborative video strategy sessions with your lead advisor, wherever you are.
A Disciplined Process Designed Around Your Goals
Every relationship starts with a conversation. Our initial process is designed to help us get to know one another, understand what brought you to us, and determine whether it makes sense to continue the conversation.
Tell Us What Brought You Here
We begin with what is on your mind—your financial life, your priorities, and the questions or decisions that prompted you to reach out.
Get to Know How We Work
We will share how we approach financial planning, investment management, and the ongoing relationships we build with the families we serve. You will also have plenty of opportunity to ask questions and get to know our team.
Decide What Makes Sense Next
There is no decision you need to make during an introductory meeting. If we both believe there may be a good fit, we will discuss an appropriate next step based on your circumstances and what would be most helpful.
There is no predetermined path and no expectation that you make an immediate decision or move your investments.
CHANGES FOR QUESTIONS HIGH-NET-WORTH FAMILIES ASK US
Questions We Help Families Answer
How does your "Fee-Only" model protect me from conflicts of interest?
As a 100% fee-only firm, our only source of compensation is the transparent advisory fee agreed upon with you. Our advisory fee is a tiered percentage of assets under management that scales down as your portfolio grows—fully disclosed in writing before you make any commitment, with no hidden wrap fees, trading commissions, or platform markups. View our full regulatory filings on our Disclosures page.
What asset level do you typically manage?
Many of our wealth management relationships begin around $1,000,000 in investable assets, while our Private Wealth practice often serves families with $5,000,000 or more. However, we assess prospective client engagements based on total planning complexity, family needs, and long-term mutual alignment rather than an arbitrary threshold.
Will you collaborate with my existing CPA and estate attorney?
Yes. Active collaboration is central to our process. With your permission, we coordinate directly with your trusted tax and legal professionals so your investments, tax-aware strategies, and estate documents function as one synchronized system.
How are my assets protected?
Fountain Wealth Partners never takes direct custody of your funds. All client assets are held in your name at leading independent institutional custodians, including Charles Schwab & Co. and Axos, providing complete account segregation, SIPC protection, and transparent independent reporting.
Can I work with Fountain Wealth Partners if I live outside of Georgia or travel frequently?
Yes. In addition to our North Georgia offices, we work with clients across the country and support families who maintain multiple residences, utilizing secure video conferencing, digital document portals, and cloud-based planning tools through our virtual wealth management services.
As wealth grows and life changes, the most important financial questions often become more interconnected.
- Can we comfortably retire—and stay retired?
- Are our investments taking the right amount of risk for what we are trying to accomplish?
- Are there tax-planning opportunities we may be overlooking?
- Should we consider Roth conversions, and would they actually make sense for our situation?
- How should we prepare for the sale of a business, retirement, an inheritance, or another major financial transition?
- Are our financial plan, investments, estate plan, insurance, and other important pieces actually working together?
- How much can we give to our children, grandchildren, or charitable organizations without compromising our own financial security?
- If something happened to me, would my spouse and family know what to do—and have someone they trust to help them?
- Are we using the wealth we have built in a way that supports the life we actually want to live?
David Fountain, CFP® — Founder & Lead Advisor
Start With a Conversation
You do not need to have everything organized before talking with us.
You do not need to arrive with every account statement, tax return, or financial decision figured out.
Start with what is on your mind.
Maybe you are approaching retirement. Perhaps you have questions about your investments, taxes, or estate plan. You may be preparing for the sale of a business, navigating a change in your family, or simply wondering whether there is a better way to bring everything together.
Whatever prompted you to reach out, the first step is simply a conversation.
We will listen, answer your initial questions, and help determine whether another conversation would be worthwhile.
There is no pressure to make a decision or move your investments.
A confidential, no-obligation opportunity to determine whether Fountain Wealth Partners may be the right fit for you and your family.
Alpharetta Office: 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004 Main Office: Serving clients across Cumming, North Fulton, Forsyth County, and nationwide. Phone: (770) 650-9392 | Web: fountainwealthpartners.com
Who we serve
We provide specialized fiduciary wealth management engineered for established pre-retirees, corporate executives, and privately held business owners.
Our advisory model solves distinct financial complexities for three core client profiles across North Fulton and nationwide:
What our clients say
Verified client experiences reflect our commitment to fiduciary transparency, proactive tax savings, and generational peace of mind.
Explore verified
Client Stories & Reviews to see how our fiduciary approach impacts families across North Fulton.
TESTIMONIALS HERE
SEC Rule 206(4)-1 Disclosure: Testimonial provided by a current client. No direct or indirect compensation was provided in exchange for this testimonial. Past performance is no guarantee of future results.
FEES & TRANSPARENCY
Transparent, flat-fee pricing. No surprises
We believe you should know exactly what you are paying for and what you are getting in return. We operate under a transparent, flat fee-only pricing model.
Zero Commissions: We never profit from product sales or transactions
Zero Hidden Costs: No referral fees, third-party incentives, or asset-under-management markups
Complete Alignment: Our flat-fee structure ensures our incentives are completely aligned with your long-term financial security
Talk with an independent fiduciary advisor
Connect with our advisory team to discuss how integrated fiduciary wealth management supports your long-term family goals.
Direct Advisor Access • 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004 • (770) 650-9392
Regulatory Disclosures & Trademarks
Advisory services offered through Financial Consultants Group, Inc., an SEC Registered Investment Advisor. Fountain Wealth Partners is a marketing name for advisory services. Advisory services are only offered to clients or prospective clients where Fountain Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. Investments involve risk and are not FDIC insured.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
View our full
Disclosures
(Form ADV Part 2A & Form CRS),
Privacy Policy, and
Terms of Service.
