770.731.8500
We’re your advisor for today and the future.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Addressing today’s needs while planning for tomorrow’s dreams.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Managing Partner
770-731-8504
Howard.Katz@lineawealth.com
Partner
Justin.Davidson@lineawealth.com
Financial Advisor
770-285-8660
wesley.heinrichs@lineawealth.com
Director of Client Relations
Anne.Jacobs@lineawealth.com
Operations Associate
Jacob.Lammie@lineawealth.com
Insurance Coordinator
Angie.Noel@lineawealth.com
