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Moise P

Series 63, Series 65

Cartersville, GA

Asset Management Group

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior experience includes roles at Foundations Investment Advisors LLC and Mass Mutual Investors Services. He is also an independent insurance agent, involved in the sales of various insurance products. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm employs a planning-first approach and primarily uses sub-advisers and model portfolios tailored to client objectives, offering additional business-owner advisory services through tiered memberships and project-based engagements.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner
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Andrew N

Series 63, Series 65

Cartersville, GA

Asset Management Group

Andrew Nida is a financial advisor at Asset Management Group with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Foundations Investment Advisors, LLC. Outside of advisory work, Nida serves as President and CEO of Senior Care Solutions, a health insurance provider for seniors aged 65 and older. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes sub-advisers and model portfolios tailored to clients' objectives, providing tax-aware planning and a full-service operating system for business owners.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner
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Shelly B

Series 65

Cartersville, GA

Asset Management Group

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner
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Ashel A

Series 63, Series 65

Cartersville, GA

Asset Management Group

Ashel Ammons Jr. is a financial advisor at Asset Management Group with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Guardian Life Insurance Company, and Northwestern Mutual. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and business-owner advisory services. The firm uses sub-advisers and model portfolios with tax-aware planning and provides a full-service operating system for business owners that includes accounting, tax, payroll, and retirement plan governance.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner
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