Alleson Tate, CFP®
I help Entrepreneurs Grow Wealth and Minimize Taxes
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Avere Wealth Management
Alleson Tate, CFP®
Atlanta, GA
Serving Clients Nationwide
I help Entrepreneurs Grow Wealth and Minimize Taxes
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Alleson Tate, a Tax Advisor and Financial Planner, on a mission to help business owners and individuals turbocharge their wealth while minimizing those pesky taxes. Up for a virtual coffee and a chat? I'm all ears for new opportunities!Here's the scoop:
I'm a financial veteran with over two decades of industry experience. Before launching Avere Wealth Management, I spent 11 years advising high-wealth corporate bigwigs, entrepreneurs, and retirees at Goldman Sachs Ayco Personal Financial Management. My journey began at LaSalle Bank in Chicago, now under the Bank of America umbrella.
With an MBA in Personal Financial Planning from Georgia State University and a finance degree from Howard University, I'm not just any advisor. I'm also a digital asset enthusiast, sporting a Certificate in Blockchain and Digital Assets, which sets me apart in this evolving landscape.
In 2022, I wore the Marketing Chair hat on the board of directors at The Association of African American Financial Advisors, underlining my commitment to advancing the industry.
Beyond finance, I'm an outdoorsy type, having conquered most of Georgia's parks and even the challenging Bright Angel Trail at the Grand Canyon. Live music, travel, and amateur landscape photography are my off-duty passions.
My financial planning journey began early, instilled by childhood lessons in budgeting and saving. As a financial confidant, I've witnessed firsthand the impact of life insurance and helped friends navigate financial hardships, solidifying my role as a wealth-building partner.
Calling all savvy entrepreneurs!
Building and scaling your business is a feat, but don't let taxes chip away at your hard-earned gains. I'm Alleson Tate, a CERTIFIED FINANCIAL PLANNER™ professional with over 13 years of expertise in millionaire-approved tax strategies. Let's keep more of your money in your pocket and fuel your business's growth.
Picture this: Reinvesting your tax savings into your business, hiring that dream team, or streamlining operations. No tax evasion here, just savvy use of the tax code.
Professional Designations
- Certificate in Blockchain and Digital Assets
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Association of African American Financial Advisors (AAAA)
Primary Location
3372 Peachtree Rd NE Ste 115 Atlanta, GA 30326
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We offer a 30-minute personal consultation at no-cost to determine if we can add value to your personal situation. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Avere Wealth Management is a black-owned and LGBTQI+ founded. Our firm has a deep understanding of these historically under-served communities, which causes us to lead with sensitivity and to seek understanding in all conversations. It also creates a greater conviction to see us all succeed. Together we will rise up and create sustainable and generational wealth for our families.Avere Wealth Management is an independent Registered Investment Advisory (RIA) firm based in Atlanta, GA. We serve clients nationally by leveraging technology to reduce barriers to access a qualified financial professional.
OUR PHILOSOPHY
Avere Wealth Management is deeply committed to helping clients build sustainable wealth. With our holistic and intensely personal approach, we focus on every aspect of your financial life and will design a strategy that helps you gauge, maximixe, grow, protect, preserve, maintain, personalize, and pass your wealth. Our business is built around three core tenets--educating, advising, and implementing.
OUR VALUES
As a CERTIFIED FINANCIAL PLANNER™ professional, Alleson serves in a fiduciary capacity and adheres to a code of ethics that expressly states that we will act in your best interest. When you engage with Avere Wealth Management, you can be certain that we will consistently demonstrate a set of values that form the core of our collaboration:
✔️ INTEGRITY: We will demonstrate a high level of personal and professional integrity. We are your trusted advisor and confidant in all matters financial and personal.
✔️ LOYALTY: Loyalty – We are dedicated to your financial growth and long-term stability. We will recommend the best solution to meet your personal and financial goals.
✔️ RESPECT: We will respect your concerns and priorities in our communications, interactions and advice.
Education
Georgia State University, Master of Business Administration - MBA, Personal Financial Planning | Howard University, BBA, Finance
Hobbies and Interests
- Hiking
- Music
- Photography
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Business Owners
- Corporate Executives
- Crypto Investors
- Dual Income Family
- Entrepreneurs
- Gen X
- LGBTQ
- LGBTQ Couples
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Get to Know Certified Financial Planners & Find a CFP
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What is the Certificate in Blockchain and Digital Assets (CBDA)?
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