Wealth Enhancement & Preservation

  • Financial Advisor
  • Investment Services
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
  • Map