top of page
Family at a Beach

Invest  & Plan

For Tomorrow.

Live For Today.

Investments · Financial Planning · Special Needs Planning · Life Insurance

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.

About Anchor

As Featured In

NerdWallet
Yahoo Finance
ThinkAdvisor
Morningstar_Logo_edited.png
MarketWatch
CNBC
ETF.com
GoBankingRates

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:

Luxury Beach House

Nearing & Enjoying Retirement

We work with clients nearing and enjoying retirement to maximize retirement income, benefits, and legacy.

Family Going Fishing

Mid-Career Professionals & Families:

We work with professionals and families by implementing strategies to build, grow,  protect long-term wealth.

Business Owner

Business

Owners & Entrepreneurs

We work with clients who are business owners to select and maximize the right retirement plans to meet their goals.

Boy Playing with Blocks

Families With Special Needs Individuals

We work with special needs families by developing financial plans to secure the future of loved ones. 

Icon In A Rectangle.png

Our Process

consulation_edited.png

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_edited.png

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.

recommadtion_edited.png

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.

evalute_edited.png

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 Headshot_edited_edited_edited_edited_edited_edited_edited.jpg

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.

melissarohr.png

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

Resources

Below are features from our Youtube Channel, where we regularly produce financial planning educational content.

Financial Report
Buy The Latte
03:15

Buy The Latte

Just skip the morning latte, that’s the key to building wealth! So they say. While saving at a responsible rate is important, it’s also important to focus moreso on the financial decisions that will have bigger impacts. If we do that well, then maybe we can keep enjoying the coffee we love! #financialplanning #financialplan #investmentstrategy #starbucks #morningcoffee #budgeting Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.
Backdoor Roth IRA Contributions Explained
03:34

Backdoor Roth IRA Contributions Explained

If your income is above the limits to contribute directly to a Roth IRA, there is a way around it. In this video, we’ll discuss Backdoor Roth IRA contributions and why they’re beneficial, how to do them, and some considerations to be aware of when doing so. #financialplanning #retirementplanning #rothira #rothconversion Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.
Average 401(k) Balance By Age
02:09

Average 401(k) Balance By Age

Here’s an article sharing the average 401(k) balance by age range. And - here’s why you shouldn’t care, and what to focus on instead. #financialplanning #retirementplanning #investmentstrategy #401k #403b #ira #rothira Greg Corneille, CFP®, CRPC® is the founder of Choice Wealth Management, LLC; an independent registered investment advisory firm providing active investment management and financial planning services for individuals, families, business owners, and families with special needs individuals. Let's connect! Facebook - @choicewealthmgt Instagram - @choicewealthmanagement TikTok - @greg.corneille Let's meet! Calendar: https://calendly.com/gregcorneille DISCLAIMER: This video contains general information only and is not intended to be relied on as a forecast, research, investment advice; or a recommendation, offer, or solicitation to buy any securities or to adopt any investment strategy. This information does not take into account your financial circumstances. An assessment should be made as to whether the information is appropriate for you having regard to your objectives, financial situation, and needs. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Choice Wealth Management, LLC to be reliable, and are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that forecasts made will come to pass. Any investments named within this material may not necessarily be held in any accounts managed by Choice Wealth Management, LLC. Reliance upon information in this material is at the sole discretion of the viewer. Past performance is no guarantee of future results. ----------------------- CONTENT DISCLAIMER: The views and opinions expressed through this media or in comments on this channel are those of the creators and do not necessarily reflect the views and opinions held by this channel's broadcaster. Due to the social nature of this channel, these videos may contain content copyrighted by another person or entity. This channel's owner claims no copyright to said content. The broadcaster of this channel cannot be held accountable for the copyrighted content. The broadcaster shares and strives to verify information, but cannot warrant the accuracy of copyrights or completeness of the information on this channel. Any copyrighted material shared on this channel is intended to be shared by Fair Use. If you have a complaint about the use of copyrighted material, please contact the broadcaster prior to making a copyright claim. Any infringement is unintentional and will be rectified to all parties' satisfaction.

Affiliations & Designations

bottom of page