Our Firm

Welcome to Community Wealth Management, Inc.

Envisioned to be the "Family Office," we offer services, traditionally reserved for the super-wealthy, to the affluent and soon to be affluent. Community Wealth Management provides investment advice, asset management, and insurance services through INVEST Financial Corporation. We coordinate these varied services from the Duluth Office, managed by J. Terry Swaim, Registered Principal, INVEST, and from our Hamilton Mill and Suwanee offices by Jace Brooks, CFP®, MBA, Registered with INVEST. Our Financial Planning process implements the "Income for Life Model" to ensure that not only are your current and future needs met, but also the needs of those you care for. We will work with you to design and implement a wealth management strategy specifically for you, your family, your business, and your future generations. For clients with specific advisory or transactional business needs, we are set up to use a fee and/or commission platform.