Network·Family Office

Inlight Wealth

Unclaimed

📍 ATLANTA, GA

Family Officefinancial servicesreal estate
www.inlightwealth.com

SEC CRD #801-111767

About

Inlight Wealth --> Client Login Contact Us Inlight wealth is an independent advisory firm focused on preserving and growing wealth, and simplifying our clients' financial lives. Our clients are leaders who have built their success through focus, drive and solid execution. The result is wealth that demands the same diligence and careful planning required for any successful business endeavor. We provide the expertise, focus and execution that enables our clients to delegate the work of managing their wealth, along with all of the complexity that grows up around it. What We Stand For Independent We are not beholden to the interests of any bank or brokerage firm. Our culture is centered on serving our clients and their families for the long-run. Open Architecture We seek the best solutions to serve our clients. This best-of-breed mindset applies to decisions regarding investment options, custodians, technology, and outside legal and tax counsel. Confidentiality We strictly guard our client’s and prospective client’s information. This applies to any and all information, however it is communicated. We are serious about confidentiality. Stability We have long-term relationships with our clients that span multiple generations - Over time, we help our clients incorporate younger generations into their planning. Fee-Only We do not charge commissions or sell products nor do we accept compensation from third parties. We act as fiduciaries for our clients, putting their interests first. T

Key Contact

AD

ANGELIQUE DUMLER

PARTNER/CCO

📞 (404) 551-2808

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Geographic Focus

gaunited statessoutheast

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AUM

$843M

Location

ATLANTA, GA

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