Independent Advice Delivered With Integrity and Care
At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay.
Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence.
As our client, you can also feel confident knowing we are an independent firm with no affiliations with investment banks, insurance agencies, or financial product companies. The products and services we offer access to are non-proprietary and that allows us to focus on you, your family, and your visions for the future. Because of our autonomy, we are able to invest the time necessary to have a true understanding of your concerns, goals, and objectives.
While having a plan in place is important, the way in which the plan is executed is equally important. With more than 80 years of combined experience in comprehensive financial planning, the professionals at Linea Private Wealth Management can work with your current advisory team to make sure the plan you put in place is cohesive.
Howard Katz, co-founder of Linea Private Wealth Management, was recognized as a Five Star Professional Wealth Manager in Atlanta Magazine in 2013, 2014, 2015, 2016 and 2017*.
Learn more about our professionals
Howard Katz, CFP® was recognized as a Five Star Professional Wealth Manager in Atlanta Magazine in 2013, 2014, 2015, 2016 and 2017*. Justin A. Davidson, AWMA® was recognized as a Five Star Professional Wealth Manager in 2017*.
*The 2017, 2016, 2015, 2014, and 2013 award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.