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.

 
 
 
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JAMES B. ROBERTS
Managing Director, 
Nettuno Wealth Management

Tel: 678-455-2704

jroberts@nettunowealth.com

 

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 seven times. James was also ranked #4 in the University of Georgia’s Bulldog 100 for top alumni businessmen in 2010. 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 twelve 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, and their boxer, Champ.

 

To learn more about the professional history of our financial advsior(s) please visit FINRA's BrokerCheck

DAN BISESE
Wealth Manager*, 
Nettuno Wealth Management

Tel: 770-688-3931

danbisese@nettunowealth.com

 

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

 

BryanScott.jpg
BRYAN SCOTT, CFP, CPA
Wealth Manager*, 
Nettuno Wealth Management

Tel: 770-688-3937

bscott@nettunowealth.com

 

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

 

ANGELA HOLBROOK+
Relationship Manager, 
Nettuno Wealth Management

Tel: 678-455-2710

aholbrook@nettunogroup.com

 

Angela Holbrook has been a member of the financial services industry for over ten 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 
 

SHELBY TOLLE
Cambridge Source Office Assistant, Marketing

Shelby Tolle joined Cambridge in 2020 and has nearly five years of experience in customer service. In her current role, Shelby assists financial professionals with administrative responsibilities including account management, reporting and planning, communication, and client management. Shelby received an Associate of Applied Science degree from Southwestern Community College. She currently lives in Ottumwa, Iowa, where she enjoys reading, writing, and spending time with her friends and family.

Tel: 641-209-8426
shelby.tolle@cir2.com
 
 
 

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

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

Clearing Firms

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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