467a8119

Justin Streeter

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We believe in independent advice. We believe we owe our clients more than a product.

credentials

contact

+1(678) 456-5546
justin@revwealth.com

137 Johnson Ferry Rd

Suite 2220

Marietta GA 30062

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bio

467a8119

A CPA with "Big 4" accounting experience, Justin moved into financial services at a large broker/dealer in Michigan. In 2008, he took the helm of the company's Atlanta office. In 2011, he and Andrew took the first step in creating their vision of what wealth management should be by forming Streeter Riddle Financial, LLC, which became RevoluXion Wealth. Justin is a CPA, a Certified Financial Planner(r), and holds an MBA from Central Michigan University. Justin has been awarded Atlanta Magazine's coveted "5 Star Wealth Manager" award three times. Justin lives in East Cobb with his wife and serves on the Vestry at St. Peter and St. Paul Episcopal Church.

q & a

What characteristics do your favorite clients share?

Do I Have Enough Money to Retire? How Long Will My Money Last? How Much Can I Withdraw And Not Run Out? Are these questions keeping you up at night? If you work with a typical salesman/advisor or are going it alone, then they probably are. The answers are in a comprehensive plan. Not a cookie cutter internet calculator, but a real plan developed by a real professional on behalf of the real you! How strongly do we feel about planning? Let's put it this way. We don't care how much money you have, planning isn't optional. How can anyone invest your money if they don't know your goals? Do you need to aggressively grow your wealth? Does it need to be preserved? Do you need income? What is your tax situation? Are capital gains preferable to ordinary income? And finally, what happens to all of this wealth when you pass? We don't shoot first and ask questions later. We make a living managing investments, but we make a difference in our clients' lives by tailoring everything we do to their unique goals and concerns.

education

Central Michigan University

Master of Finance

2004

Central Michigan University

Bachelor of Accounting

1994

experience

Revoluxion Wealth, LLC

Principal
Marietta, GA

03/2013 - present

associations

Member, GA Society of CPAs

Member since 2013

Honors & Awards

Five Star Wealth Manager, Atlanta Magazine

2014

Five Star Wealth Manager, Atlanta Magazine

2013

business info

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RevoluXion Wealth, LLC

Tired of the Industry Standard? So are we.

www.revwealth.com

Established 2013

We believe in independent advice. We believe we owe our clients more than a product. We believe our clients hire us for our expertise, our commitment to their success and our willingness to take the journey with them. We are privileged that people from as far south as Miami, as far north as New Hampshire, as far west as Texas, and many points in between have joined the RevoluXion, and we are proud to serve them from our home base in East Cobb / Marietta / Atlanta.

hours of operation

Sunday closed
Monday 09:00 AM - 5_:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Fee-based investments
Commission-based investments

Typical Client Assets

$100K to 500K
$500K or over


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