Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management
  • Christian Financial Strategies
  • Financial Planning for Small Business
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Women's Financial Strategies

Awards & recognition

  • CKM Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Joe Kurelic, AdvisorHub Fast Growing Advisors to Watch, 2022-2023
  • Joe Kurelic, Ameriprise Ultimate Digital Excellence Award, 2023
  • Joe Kurelic, Ameriprise Circle of Success, 2020-2024

Community participation

Our financial advice team providing community service in Sandy Springs, GA
Our financial advice team providing community service in Sandy Springs, GA

Giving back to the Metro Atlanta community is especially meaningful when you are surrounded by members of your wealth management team. In June of 2019, some financial advisors on our team spent time together at Catholic Charities Atlanta preparing items to be used by Refugee families moving into their first home in the US. In November of 2023, we volunteered at the Chattahoochee Nature Center in Roswell, GA planting food that they grow and give to the homeless.