Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in Duluth, Georgia, with another office in Athens. The partnership marks Prime Capital Financial’s first expansion into the Atlanta metro area, further enhancing its capabilities with nearly $1 billion in assets under management/advisement (AUM/A) and a talented team of 13 professionals, including eight CFP Professionals®, two MBAs, a CPA, a CIMA®, and an AIF®.
Since its founding in 1989, Sugarloaf has built a strong reputation for delivering a wide range of services, including financial planning, investment management, risk management, retirement and tax strategies, insurance planning, and charitable giving. The firm also stands out with specialized service to college and professional athletes and coaches.
“Prime Capital Financial actively seeks firms that share our dedication to providing tailored financial solutions and exceptional service,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Sugarloaf’s rich history and specialized expertise make them an ideal partner. Together, we’re well-positioned to broaden our support to individuals and families across the Southeast region.”
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