Midtown Atlanta
Boutique Wealth Management in Atlanta
One founder-led advisor. Independent, fee-based, and held to a fiduciary standard on advisory services. Every plan built by hand around six areas of your finances, with no account minimum.
What Boutique Means at Attend
Attend Wealth is a boutique wealth management firm in Midtown Atlanta, founded in 2020 by Tony Colunga after more than 20 years at Morgan Stanley, Wells Fargo, and BBVA. Boutique here means three things. The person you meet on the first call is the person who builds your plan and answers when you call. The firm is independent, with no in-house products and client accounts held in your name at Charles Schwab. And the work is coordinated: cash flow, taxes, retirement, investments, insurance, and estate handled as one plan rather than six separate conversations. There is no account minimum, and the first 30-minute meeting is complimentary.
Boutique Firm vs. Large Wealth Manager
Where a small, independent firm changes the experience.
Large-firm characteristics are generalizations; individual firms vary. Attend is fee-based; commissions on implemented insurance are disclosed in writing beforehand.
Who it fits
Built for People Whose Finances Got Complicated
A boutique firm makes the most sense when your situation needs a single accountable person rather than a product. That is usually a household with equity compensation, a business, a physician's income curve, an approaching retirement, or several accounts that no one is coordinating. Attend serves young professionals, families, business owners and executives, pre-retirees and retirees, high-net-worth families, and physicians, from Midtown Atlanta and by video across Georgia and beyond.
Common Questions About Boutique Wealth Management
What is a boutique wealth management firm?
A small, independent advisory firm where the founder advises clients directly, rather than a large institution where accounts are routed to a team or a call center. At Attend, Tony Colunga leads every client relationship personally and coordinates investments, taxes, insurance, and estate strategy in one plan.
How is Attend different from a large Atlanta wealth manager?
Attend is founder-led and independent. There is no product shelf to sell from and no account minimum. Client accounts are held at Charles Schwab in your own name, advice is delivered by the same person every time, and you know the fee before any work begins.
Is a boutique firm more expensive?
Usually not. Attend charges a flat fee for financial planning and a tiered percentage of assets for investment management, which is in line with or below what large firms charge for comparable service. The full fee schedule is in the Form ADV.
Does Attend have an account minimum?
No. Attend works with clients at the point their finances get complicated, whether that is a first big raise, a business, or an approaching retirement, not at an arbitrary asset number.
Is Attend a fiduciary?
Attend's advisory services are held to a fiduciary standard. The firm is fee-based, so if a client chooses to implement an insurance policy through Attend, the carrier pays a commission that is disclosed in writing beforehand.
Where is Attend located and who does it serve?
999 Peachtree St NE, Suite 418, in Midtown Atlanta. Clients include young professionals, families, business owners and executives, pre-retirees and retirees, high-net-worth families, and physicians, across metro Atlanta and by video in other states where the firm is registered.
Last updated September 21, 2026. Answers are educational and not individualized advice. See our disclosures.
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