Choice Wealth Management is an independent wealth management firm that provides investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. As an independently owned, fee-based registered investment advisory firm, we act in a fiduciary capacity for our clients. Based in the Atlanta metropolitan area, we serve clients nationwide.
Our mission is to assist our clients in making financial choices that will place them on the path to realizing financial goals such as a comfortable retirement, financial independence, and creating long-term family legacy. We believe that financial wellness leads to a healthier, more altruistic existence; and allows people to focus their time, energy, and resources towards the things and people that matter most in life.
As Featured In
Our Values
Integrity
We use a client-first approach to foster and maintain open and honest relationships.
Dedication
Our clients entrust us to help secure their financial future. We owe them our very best.
Respect
Regardless of net worth, we treat all with the same level of dignity and professionalism.
Who We Serve
While our clients span a wide range of life stages and goals; many fall into one of the following categories:
Nearing & Enjoying Retirement
We work with clients nearing and enjoying retirement to maximize retirement income, benefits, and legacy.
Mid-Career Professionals & Families:
We work with professionals and families by implementing strategies to build, grow, protect long-term wealth.
Business
Owners & Entrepreneurs
We work with clients who are business owners to select and maximize the right retirement plans to meet their goals.
Families With Special Needs Individuals
We work with special needs families by developing financial plans to secure the future of loved ones.
Our Process
Consultation
It all starts with a no-obligation consultation where we can learn about each other and determine if we're a good fit. At this meeting, we'll prioritize learning about your financial goals and what success in those areas looks like to you.
Organization
The next step is to get organized. Utilizing our client portal, we will gather the information needed to allow you to see your complete financial picture in one place and determine if your current plan is adequate to meet your goals.
Recommendations
In a subsequent meeting, we will share our analysis, and where we believe we can help improve or accelerate reaching of your goals. We will also begin the process of implementing any agreed-upon recommendations.
Evaluate
We will meet and communicate periodically throughout the year to update and evaluate your investments and financial plan, and make any adjustments necessitated by life events and changes.
Our Team
Greg Corneille, CFP®, ChSNC®, CRPC®
Wealth Advisor & Principal
Greg began a nearly two decade long financial services career after graduating from Hampton University and serving as a U.S. Army officer. Prior to founding Choice Wealth Management, he held financial advisory positions at two nationally recognized financial services firms. He holds a B.S. in Finance, as well as the CERTIFIED FINANCIAL PLANNER™, Chartered Special Needs Consultant, and Chartered Retirement Planning Counselor designations. He has been active in community and has served on the boards of several non-profit and business organizations.
Greg and his wife have three wonderful children. In his free time, he enjoys music, sports, and outdoor activities.
Melissa Rohr
Client Service Associate
Melissa is a highly experienced executive assistant with a strong grasp of technology and a proven track record in managing complex schedules and facilitating effective communication. With over a decade of experience, she ensures personalized attention to every client she assists. She enjoys yoga, gardening, and spending time with her husband and four children.
Resources
Below are features from our Youtube Channel, where we regularly produce financial planning educational content.
Affiliations & Designations
