Investment Advisory Services

EWM’s affiliation with Rudy Rodriguez of New England Financial Services provides our clients with a resource in establishing and reaching their financial goals. Some of the products and services available include:

  Life Insurance


  Business Strategies

  Disability Income Insurance

  Estate Conservation Strategies

  Education Funding Strategies

  IRA Consolidation/Rollovers

  Long-Term Care Insurance

  Mortgage Protection (through life insurance and disability income insurance)

  Medicare Supplement Coverage

  Pension Payout Alternatives

  Pension Transfer/Rollovers

  Mutual Funds

  Tax Sheltered Annuities

  Charitable Giving Strategies

Click here for additional information about these and other products and services, as well as information on his skills, knowledge and experience.


EWM is committed to providing complete and innovative solutions. Here are some of the organizations that assist us in bringing our clients the highest level of service.

Recent Articles

Here is a sample of some of our latest articles.  Please check out our articles page for more.

Stay Informed

Contact us now to learn how we can help with your regulatory, audit & assurance, tax, business advisory, bookkeeping, and investment advisory needs.

3635 Peachtree Industrial Blvd., Suite 200
Duluth, GA 30096-2806
TEL: 678.584.0222