Alleson Tate, CFP® is the principal of Avere of Wealth Management, which is an independent RIA firm based in Atlanta, GA. The firm is black-owned and LGBTQI+ founded. Our mission is to provide holistic, tailored, and actionable personal finance advice for corporate executives and entrepreneurs across the country who want to build, maximize, and transfer generational wealth. We want to create sustainable wealth that gives you and your family peace of mind. Alleson Tate, CFP ® has been in the banking and financial services industry for over 20 years. She has spent the last 11 years advising wealthy corporate executives, entrepreneurs, and retirees. Prior to founding Avere Wealth Management, Alleson spent 11 years at Goldman Sachs Ayco Personal Financial Management in the Executive Financial Management division based in Atlanta, GA. This allowed her to develop a specific skill set and expertise that differentiates her from most financial advisors in the industry. She has a deep level of knowledge and experience addressing employee benefit plans and executive compensation that includes restricted stock, performance stock, and stock options. This knowledge was expanded with the recent completion of the Digital Assets course. She plans on adding digital assets to client portfolios, where appropriate.
Avere Wealth Management
Serving Clients in these States