Emerald Wealth Management

Welcome to Emerald Wealth Management Solutions, LLC! We are a financial planning firm dedicated to helping individuals and families work toward their financial goals. Our team of dedicated professionals is committed to providing personalized, knowledgeable, and courteous service to our clients.

We were founded by DeAnne Mathis, a CERTIFIED FINANCIAL PLANNER professional, who was tired of working for a parent company that dictated the types of investments she should sell to her clients. DeAnne believed that this was not fair to her clients, many of whom had different financial goals. She also recognized that the complexity of the financial services industry could be confusing to many clients. So, she decided to set out on her own and create the type of firm she thought was needed in today's world of rushed and sometimes impersonal service.

At Emerald Wealth Management Solutions, LLC, we believe that financial planning is about more than just investments. It's about understanding our clients' values, comfort level, current situation, and timeline. We take the time to explain things in a way that our clients can understand, and we are always available to answer any questions they may have. If a particular investment doesn't seem like the right fit for a client, we will work with them to find an alternative that they can be comfortable with.

Our Services

We offer a range of services to help our clients work toward their financial goals. These services include:

• Investment management: We help our clients create a diversified investment portfolio that is tailored to their goals, risk tolerance, and time horizon.
• Retirement planning: We work with our clients to create a retirement plan that will provide them with the income they need to enjoy their golden years.
• Estate planning: We help our clients create a plan for the distribution of their assets after they pass away, minimizing taxes and ensuring that their wishes are carried out.
• Insurance planning: We help our clients protect themselves and their loved ones from financial risks such as disability, long-term care, and death.
• Tax planning: We work with our clients and their tax professionals to minimize their tax liability and maximize their after-tax returns.
• Education planning: We help our clients save for their children's or grandchildren's education, using tax-advantaged savings vehicles whenever possible.

Our Partnership with Commonwealth Financial Network

Emerald Wealth Management Solutions, LLC, has chosen to partner with Commonwealth Financial Network, a privately held independent broker/dealer in the United States. This alliance ensures that our clients have access to a wide variety of investment choices to complement their financial plans. Commonwealth also provides us with the support we need to run our business efficiently and effectively, allowing us to focus on what we do best: providing personalized service to our clients.

Our Commitment to Data and Privacy Protection

At Emerald Wealth Management Solutions, LLC, we take protecting our clients' data and privacy very seriously. We use industry-standard security measures to safeguard our clients' personal information, and we never share or sell their information without their consent. We are committed to ensuring that our clients can trust us with their financial information.