SafeWater Investment Management Celebrates Two-Year Anniversary in Atlanta

SafeWater Investment Management in Atlanta marks its two-year anniversary after steady growth, expanding wealth management and personalized financial planning.

Atlanta, GA, Jan. 01, 2026 — SafeWater Investment Management, a full-service financial planning firm focused on helping affluent families grow and manage their wealth, is celebrating its two-year anniversary after two years of steady growth. Founded with a commitment to fiduciary excellence, the firm has expanded its services and team while staying true to personalized financial planning and tax-efficient investment strategies.

Since its launch, SafeWater Investment Management has built momentum by delivering tailored wealth management solutions for high-net-worth households. The firm’s approach combines holistic financial planning, retirement planning, and bespoke investment strategies designed to preserve capital, manage risk, and maximize long-term returns. This client-first focus has helped attract new families and deepen existing relationships across the Atlanta metro area.

“Reaching our second anniversary is a meaningful milestone,” said CEO and Founding Partner Jordan Ellis. “Our growth reflects a disciplined investment philosophy and a sincere dedication to client goals. We prioritize transparency, tax efficiency, and personalized advice so families can feel confident about their financial future.”

SafeWater’s team of experienced advisors emphasizes clear communication and ongoing education, helping clients understand portfolio construction, estate planning considerations, and strategies to minimize tax drag. The firm also integrates retirement income planning and legacy planning to ensure affluent families can pursue multi-generational objectives with confidence.

Looking ahead, SafeWater Investment Management plans to broaden its service offerings and invest in technology that enhances client reporting and financial planning tools. Continued hiring of seasoned advisors and expanded educational programming for clients are on the roadmap to support sustained growth and improved client outcomes.

As SafeWater celebrates this milestone, the firm reaffirms its commitment to serving affluent families in Atlanta and beyond. With a foundation built on fiduciary responsibility and customized advice, SafeWater Investment Management is positioned to continue its steady growth while helping clients achieve long-term financial security.

For more information about SafeWater Investment Management’s services, team, and approach to wealth management, visit the firm’s website or contact their Atlanta office to schedule a consultation.

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