Comprehensive
WHAT WE DO
RETIREMENT
We'll help you plan for a happy and fulfilling retirement. From expense analysis to income planning, from investment planning to income continuation, we've got you covered.
EDUCATION
Nurturing our children is priority number one. Regardless of which educational path they choose, funding it can be a challenge. We'll help you start preparing today with a full suite of resources.
ESTATE
Estate taxes can have an enormous impact on the transfer of wealth between family members. Proper planning is critical. We'll help you analyze the impact of estate taxes on your family and properly position assets to fit your personal situation.
BUSINESS
Business owners have unique challenges...and opportunities. We'll help you
establish the right retirement plan for your company, evaluate existing plans, and take steps to protect your business.
INCOME
In today's economic environment, managing income can be daunting. We'll help you to put together an income plan that manages your risk. We also focus on income continuation to help protect your family.
PORTFOLIO ANALYSIS
In uncertain times, proper diversification and portfolio structure is paramount. We'll review your existing investments, wherever they are, so you can be confident you're heading in the right direction. A second opinion never hurts.
HOW WE DO IT
We employ a 5-step process. This Comprehensive approach starts with understanding you...what's important to you...your dreams...your concerns. It's only after we get to know you that we can begin to build the right solution. We'll review your current situation, establish goals, analyze assets, and define risk tolerance. Finally, we'll utilize all of this information to build a customized solution to meet your needs.
IRAs
401(k)s
Tax Planning
Mutual Funds
Families
UITs
Foundations
ETFs
Businesses
Stocks and Bonds
Managed Money
Annuities
Individuals
OUR TEAM
Nettuno Wealth Management advisors are part of a team of investment professionals with offices from coast to coast. We have more than $3.4 billion in client assets from Miami to Seattle. Our advisors have an average of 15 years of industry experience and proudly work together for the benefit of our clientele.
JAMES B. ROBERTS
Managing Director,
Nettuno Wealth Management
James began his career in the financial services industry in 2003. James provides tailored financial advice and personalized services through wealth management, retirement planning, college planning, portfolio development, and customized investment strategies. James graduated cum laude from the University of Georgia with a Bachelor of Business Administration with a focus in finance and banking. James also holds the advanced certifications of Certified Financial Manager (CFM) awarded by the College of Financial Planning. James has been named a Best Personal Wealth Manager** by Atlanta Magazine fifteen times. James was selected for the University of Georgia’s Bulldog 100 for top alumni businessmen in 2010 and again in 2023. James is a native Atlantan who attended Our Lady of the Assumption School and Marist School, where he has served on the alumni executive board for the last eighteen years, including chairing fundraising for four years and most recently serving as President of the Marist Alumni Association. James resides in Dunwoody with his wife, Sarah, their son, Hal, their daughter, Anna, and their boxer, Beau.
visit FINRA's BrokerCheck
DAN BISESE
Wealth Manager*,
Nettuno Wealth Management
Dan Bisese has been a Financial Advisor for nearly a decade. He began his career with Wachovia in 2006. He continued with Edward Jones later and joined Nettuno Wealth Management in 2016.
Dan holds series 6, 7, 63, 66, and Life & Health Insurance licenses. He specializes in retirement planning and college savings, with a goal of preserving assets for the future. He believes it is important for him to listen and understand what his clients are trying to accomplish. From there he can develop strategies to help attain these important goals.
Dan is originally from Boston and now he resides in Milton with his wife Jessica and their children Sophia & Sydney and their dog Desty.
To learn more about the professional history of our financial advsior(s) please visit FINRA's BrokerCheck
BRYAN SCOTT, CFP, CPA
Wealth Manager*,
Nettuno Wealth Management
Bryan Scott is a Financial Advisor with Nettuno Wealth Management. He attended the University of Florida where he received a bachelor’s and master’s degree in accounting. He now holds both a CPA (Certified Public Accountant) designation as well as the CFP® (Certified Financial Planner).
He began his career with Deloitte and Touche. Later he was a manager for tax and reporting at Alltel and Turner Sports.
In 2004, Bryan joined Nettworth Financial Group as an experienced financial advisor who specialized in wealth management. After a time with Park Square Financial, Bryan is back with Nettuno Wealth Management where he is helping his clients understand the current financial landscape so that they can maximize their potential.
Bryan has lived in Sandy Springs for over 20 years and is an avid sports fan.
To learn more about the professional history of our financial advsior(s) please visit FINRA's BrokerCheck
KENNETH J. NETTUNO
Financial Advisor
Nettuno Wealth Management
Kenneth is a locally recognized financial advisor with Nettuno Wealth Management in Milton, Georgia. He began his career working with Vision Capital Management, as a member of their investment committee specializing in Global and Macro economic research. Later, he joined NettWorth Financial Group focusing chiefly on retirement planning.
An Atlanta native and local, he is a graduate of Kennesaw State University with a BBA in Economics. He holds his SIE, Series 7, and Series 66 Securities licenses.
Concurrent with his love of the global financial marketplace, Kenneth believes in the importance of developing personal relationships with his clients to help him better understand their unique investment objectives and long-term goals. His method is anchored in providing an open minded and forward-thinking approach to portfolio management.
Outside the office, he’s a published songwriter, a passionate outdoorsman, and an avid football enthusiast.
To learn more about the professional history of our financial advsior(s) please visit FINRA's BrokerCheck
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Nettuno Wealth Management is a marketing designation used by independent financial advisors. Nettuno Wealth Management is a member of NettWorth Financial Group. Nettuno Wealth Management and NettWorth Financial Group are not affiliated with Cambridge.
ANGELA HOLBROOK+
Relationship Manager,
Nettuno Wealth Management
Angela Holbrook has been a member of the financial services industry for over 20 years. She has spent the majority of that time in the banking industry managing and developing relationships within the communities in which she serves. With an in-depth knowledge of the independent advisor space, Angela is eager to assist in advancing the careers of advisors throughout the country. She has shown a knack for matching the right opportunity to the right advisors.
Angela is a native of North Georgia and is an active member of her community where she was born and continues to reside. She has served on numerous community boards, and she presently serves as Past President for the Cumming Kiwanis. Her hobbies include tennis, traveling, reading and of course, the love of college football! She is blessed with a wonderful family; her husband Stephen and their two sons, Brady and Drew. You can usually catch them all enjoying the great outdoors!
+ Is not registered with Cambridge
STRENGTH IN PARTNERSHIP
Nettuno Wealth Management works with two long-standing, respected firms to protect your accounts and provide top-notch support to our financial professionals. Our broker-dealer, Cambridge, and clearing firm, Pershing, are synonymous with professionalism and integrity.
Cambridge was recently honored by Investment Advisor magazine as 2018 Broker-Dealer of the Year in Division IV – the division representing independent broker-dealers with over 3,000 producing advisors. Cambridge has earned this honor a total of ten times and was previously honored in 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III.2
Have you ever wondered what happens to your funds once you’ve decided to make an investment? Your brokerage account assets are not held at our firm, nor are they held at Cambridge. They are held at a clearing firm, a separate and independent entity. Cambridge works with firms that are leading providers of global financial services to institutions, corporations, and high-net-worth individuals, Fidelity Clearing and Custody Solutions and Pershing, LLC.
Fidelity
Fidelity (member FINRA, NYSE, and SIPC), is one of the oldest and largest financial services firms in the world. They have $2.1 trillion in global client assets.*
Pershing
Pershing (member FINRA, NYSE, and SIPC), a subsidiary of The Bank of New York Mellon Corporation, is the nation’s oldest continuously operating bank. They have $1.7 trillion in global client assets.*
Fidelity and Pershing handle confirmation, delivery, and settlement of your financial transactions. Additionally, they prepare and send you periodic account statements and transaction confirmations. They employ technology and procedures designed to ensure that transactions are processed in a timely and efficient manner. Fidelity and Pershing are regulated by the SEC and FINRA, the regulatory bodies that also oversee broker-dealers.
Advanced Sales and Qualified Plans Team
Through our affiliation with Cambridge, we benefit from access to an experienced team of consultants. They partner with our financial professionals to help provide solution-driven, product-agnostic resources in multiple areas of expertise:
• Estate planning • Charitable planning • Tax strategies • Nonqualified benefit planning • Retirement Income planning • Small business strategies • Insurance planning • Non-qualified benefit planning • Qualified retirement plans • Long-term care planning • Education planning
With this type of support, we can expand the services we offer — by either widening our knowledge of a particular product, or deepening our understanding of a concept with a second opinion. In the end, our clients receive a superior client experience and a comprehensive solution.
OUR ADDRESS
12640 Crabapple Road, Suite 300
Milton, GA 30004
Email: aholbrook@nettunogroup.com or knettuno@nettunogroup.com
Tel: 678-455-2710
Fax: 888-510-5632
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