For over 25 years, we’ve provided custom investment portfolios and transparent financial advice to multi-generational families and up-and-comers in the Atlanta area and beyond.
At Narwhal Capital Management, we believe in transparency through education. We strive to keep you informed about your financial health every step of the way, from clearly defining risks and fees to providing accessible and unbiased analysis on all our investments.
We build customized portfolios of individual securities based on in-house research. Economic outlooks and market trends may vary, but we remain steadfast in our commitment to serve you through risk-appropriate performance returns, proactive service, and education.
We deliver comprehensive and project-based financial planning services, from philanthropic advisement to retirement planning and everything in between.
Our tax and accounting team offers decades of experience ranging from tax prep to trust services.
We provide 401k advisory services to businesses in need of service and education for their employees.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.