Contact

Get in touch.Let's start with a conversation.

Call us Monday through Friday, 8:30 a.m. to 4:30 p.m. ET, or email any time. If you'd rather just pick a time on the calendar, you can do that below — no pitch, no obligation.

Schedule a Call (912) 257-4195
Call Us
(912) 257-4195
Monday – Friday
8:30 a.m. – 4:30 p.m. ET
Email Us
Send us a message
Reach out any time — we'll follow up during business hours.
Schedule
30-minute intro call
Pick a time that works for you. By phone or video.
Schedule a Call

Start with onethirty-minute conversation.

Take the first step toward achieving your financial goals. Schedule a call with our expert advisors and get personalized guidance tailored to your needs. Whether you're planning for retirement, investing, or managing your wealth, we're here to help. Book your consultation today and start building a brighter financial future!

Calls are held by phone or video. Web conferencing details are sent once your time is confirmed.

Our Offices

Two Georgia offices.Clients across the country.

You're welcome at either location, and we're just as glad to meet by phone or video if that's easier.

Coastal Georgia

St. Simons Island

20 Market Street, Suite 106
St. Simons Island, GA 31522
Get Directions
Metro Atlanta

Atlanta

Three Alliance Center
3550 Lenox Road, 21st Floor
Atlanta, GA 30326
Get Directions
What to Expect

No pitch.Just a straight answer.

Reaching out to a wealth management firm shouldn't feel like a commitment. Here's exactly what happens when you do.

1

A thirty-minute conversation

Mostly us listening. Where things stand today, what you're working toward, and what's prompting the call. Nothing to prepare beforehand.

2

An honest read on fit

We'll tell you what we see, and whether we're the right firm for it. If another kind of professional would serve you better, we'll say that instead.

3

You decide what's next

If it makes sense to keep going, we'll outline what working together looks like. If not, no follow-up sequence and no hard sell.

Streamline Wealth is an independent wealth management firm with offices in St. Simons Island and Atlanta, Georgia.

Common Questions

Before youreach out.

How do I schedule a call?
Pick a time directly on the scheduling calendar above for a 30-minute introductory call, or call the office Monday through Friday, 8:30 a.m. to 4:30 p.m. ET and we'll find a time that works.
What are your office hours?
Our offices are open Monday through Friday, 8:30 a.m. to 4:30 p.m. ET. You're welcome to email any time and we'll follow up during business hours.
Do you meet with clients virtually?
Yes. Introductory calls are held by phone or video, with web conferencing details sent once your time is confirmed. We're also glad to meet in person at either our St. Simons Island or Atlanta office.
Do you work with clients outside of Georgia?
Yes. Our offices are in St. Simons Island and Atlanta, and we work with clients across the country.
What should I have ready for a first conversation?
Nothing at all. The first conversation is about understanding your situation and what you're trying to accomplish. If it's useful later, we may ask to look at statements, a tax return, or existing planning documents — but none of that is needed to start.
What happens after the introductory call?
We'll tell you honestly whether we think we're a good fit. If we are, we'll outline what working together would look like. If we're not, we'll say so. There's no obligation either way.