Bruce Wing,ChFC, CLU, RHU, REBC
Financial Advisor & Business Consultant
Office - (678) 456-5060
Cell - (678) 814-3667
Bruce is a highly credentialed fee-based financial adviser and business consultant with over 25 years of experience in the profession at both the advisory and corporate executive level. He is now as the principal of Strategic Wealth, LLC, a Registered Investment Advisory firm with a fiduciary responsibility for the investment work done with clients. Bruce is well-respected by clients and peers for his broad and deep investment management knowledge and insurance acumen and his understanding of business entities, tax law, expense reduction ideas, tax credits, and trusts. In addition to his deep analytic skills, Bruce is often praised for his creative ability to help people - many of whom are business owners - develop holistic and values-based plans for their personal and business situations and implement solutions that make real differences in their lives.
As a popular presenter, Bruce has spoken to thousands of people around the country on the US Federal Debt, Behavioral Economics, Retirement Planning, Estate Planning techniques, and Business Succession issues. Bruce is a graduate of Piedmont College and is enrolled in the MBA program at the University of North Georgia. He also holds four financial planning designations from the American College.
With a penchant for sharing quotes that relate to real life, Bruce often says (1) Success is simple, but simple is hard, (2) When all is said and done, more is said than done, and (3) The difference between planning....and planning done well....can be worth hundreds of thousands or even millions of dollars.