Community Wealth Management

Community Wealth Management is Growing!

Community Wealth Management is pleased and proud to announce the addition of Jace Brooks, CFP^®, MBA, to our firm. Jace is joining Community Wealth Management as a financial advisor to serve our Suwanee and Hamilton Mill markets. Jace has several years of experience, extensive financial education, and is a Certified Financial Planner^®. Jace is a great asset to our team and we invite you to get to know him and Community Wealth Management.

Launch of myedocumentsuite.com!

We are pleased to announce the launch of myedocumentsuite.com, a new way to offer electronic delivery of brokerage account statements and trade confirmations. A self-service website, myedocumentsuite.com will allow you to create a userID and password, using our finanical organization number 5VR. You will need to turn off paper delivery for your accounts, and then you will be able to view, print, and download electronic documents. Best of all, this site is avaliable at no cost to you!!!!

Please call or email Amanda if you need assistance.

Quote of the month:

If you don't know where you are going, you might wind up someplace else.
Yogi Berra

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INVEST is not affiliated with other entities referenced.

Securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with Community Wealth Management, Inc. Advisory services offered through INVEST, a Registered Investment A dvisor. INVEST and Community Wealth Management Inc. are not affiliated with Gwinnett Community bank or it's entities.

The products offered are not insured by the FDIC or any other agency of the U.S., the bank, or an affiliate of the bank. Products are not deposits, or other obligations, or guarantees of the bank or an affiliate of the bank. Products are subject to investment risks, including the possible loss of principal amount invested.

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