Serving Sandy Springs
A Financial Advisor Serving Sandy Springs
GA 400 and the Red Line both link Sandy Springs to our Midtown office at Peachtree and 10th. Video meetings are available for everything else.
Wealth Management for Sandy Springs, from Midtown
Attend Wealth Inc. is an independent, fee-based registered investment adviser in Midtown Atlanta. We serve Sandy Springs households from our office at 999 Peachtree St NE, Suite 418, and by video. Founder Tony Colunga has more than 20 years of advisory experience, including time at Morgan Stanley, Wells Fargo, and BBVA. Advisory services are held to a fiduciary standard, there is no account minimum, and the first meeting is a complimentary 30-minute consult. Accounts are held at Charles Schwab. For clients in Sandy Springs, a plan covers cash flow, taxes, retirement, investments, insurance, and estate, with recommendations put in writing.
Getting to Our Office from Sandy Springs
From most of Sandy Springs, GA 400 south is the fastest road toward Midtown. The interstate ends at I-85, and the 10th Street or 14th Street exits from the Downtown Connector put you a few blocks from the office at 999 Peachtree St NE. Roswell Road south through Buckhead and then Peachtree into Midtown is the surface-street alternative. Outside rush hour, the drive is usually short.
The Red Line is a good option. Sandy Springs, Dunwoody, Medical Center, and North Springs stations all serve the area, and the train runs directly to Midtown station at Peachtree and 10th, a short walk from the office. North Springs and Sandy Springs stations both have parking.
We also meet by video, and many Sandy Springs clients handle most reviews that way once the plan is in place.
What Sandy Springs Clients Usually Bring Us
The hospitals near Perimeter, the office towers around Perimeter Center, and long-settled neighborhoods each bring their own set of questions.
Physicians with late starts and high income
Doctors near the Perimeter hospitals often reach a strong income in their late thirties with student loans still open. We sequence loan payoff, backdoor Roth contributions, disability coverage, and practice or partnership decisions into one plan.
Corporate employees with a 401(k) and a stock plan
Perimeter Center employers offer matching contributions, purchase plans, and sometimes restricted stock. We check whether the mix makes sense, how much company stock is too much, and what to do with the old accounts from previous jobs.
Downsizing after decades in the same house
Selling a longtime Sandy Springs home can release a lot of equity at once. We look at the capital gains exclusion, where the proceeds should go, and how the move changes retirement income and estate plans.
Who it fits
Who We Serve in Sandy Springs
Our Sandy Springs clients include physicians at the hospitals along the Perimeter, families balancing college savings with retirement, and retirees who want a clear income plan across pensions, Social Security, and savings. We also work with business owners and high-net-worth households who want an independent second opinion. No account minimum applies, and our services page describes what each engagement includes. If you are not sure which group you fall into, that is fine. The first meeting sorts it out, and there is no obligation after it.
- Your income, debts, and savings rate in one clear view
- Gaps in insurance, especially disability and life coverage
- Where retirement accounts and taxable savings should go next
- Fees, next steps, and whether we should keep talking
Common Questions from Sandy Springs Clients
Do you serve Sandy Springs, or only Midtown?
We serve Sandy Springs and the rest of north metro Atlanta from our Midtown office at 999 Peachtree St NE, Suite 418. GA 400 and the Red Line connect the two directly, and video meetings cover everything in between. Several of our clients live or work near Perimeter.
How far is the Midtown office from Sandy Springs?
It is a straight trip down GA 400 or Roswell Road, and outside rush hour it is usually a short drive. The Red Line from Sandy Springs, Dunwoody, Medical Center, or North Springs runs directly to Midtown station, which is a short walk from the office. We do not quote exact times because Atlanta traffic varies.
Is there a minimum to open an account?
No. Attend has no account minimum. A physician early in practice, a Perimeter employee with one 401(k), and a retiree with a large portfolio are all welcome. We charge for the advice and the work, and we explain how that is structured before any work starts.
How is Attend compensated?
Attend is a fee-based registered investment adviser. Advisory fees are the primary form of compensation and are disclosed in writing before you sign. If an insurance product is appropriate for your plan, an advisor may earn a commission, and that is disclosed before anything is placed. You will not be surprised later.
Are you held to a fiduciary standard?
Yes. Advisory services are held to a fiduciary standard, which means advice in the advisory relationship must be in your interest. We document recommendations so you can see the reasoning, and we tell you in advance whenever a recommendation involves compensation beyond the advisory fee.
Do you work with physicians in Sandy Springs?
Yes. Many physicians near the Perimeter hospitals come to us with student loans, a late start on retirement savings, and questions about disability insurance and partnership buy-ins. Our physicians page describes that work in more detail, and the complimentary first meeting is a good place to start.
Last updated September 22, 2026.
Bring the Questions You Have Been Putting Off
Book a complimentary 30-minute conversation with Attend, in Midtown or by video, and we will tell you plainly what we see.
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