WHO WE ARE

Capitalwize is a Fee-Only Registered Investment Advisory Firm. We are true fiduciaries. Which means we have a legal obligation to do what’s in our clients best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means, you can come to us as one centralized point of contact without having to connect any of the dots yourself. You can learn more about our process here.

Meet the Team

George Acheampong Jr., RFC

Co-Founder + Managing Partner

Kenney Conwell, RFC

Co-Founder + Managing Partner

Erica Perryman

Director of Client Experience

Samantha Kall

Operations Manager & Client Engagement Coordiantor

Diana Walker

Tax Strategist

Shanika Johnson

Director of Behavioral Finance

Strategic Partners

Phillip Harris

Mortgage Broker

Javin Daniels

Real Estate Advisor

Jessica Reddick

Legal Advisor

Cody Svejda

Legal Advisor

Thomas Johnson-Bean

Risk Management Advisor

Tina Owens-Knox

Life Insurance Specialist

Lawrence Wiggins

Web Development Consultant

Disclaimer: Strategic partners are not members or employees of Capitalwize, LLC. Clients are under no obligation to work with our strategic partners.

CONTACT US

GA

1100 Peachtree St NE, Atlanta, GA 30309

NC

615 S College st 9th Floor, Charlotte NC, 28202