Atlanta, GA
Our team has more than 30 years of experience in the wealth management and investment industry. We serve institutions, high-net-worth individuals, and families and specialize in sustainable and impact investing to meet clients objectives. We are dedicated to working closely with our clients to implement a customized approach to the wealth management and investment process based on each of our clientsโ unique needs and goals.
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Convertible Note
$15,000,000
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