Atlanta, GA Office

DecisionMap Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm delivers both discretionary and non‑discretionary portfolio management and advises on a range of instruments including individual equities and debt, mutual funds, ETFs, privately placed securities, and allocations to third‑party managers.

DMWM typically implements a core‑satellite investment framework, combining passive core exposures with active satellite strategies and applying fundamental, technical, and cyclical analysis to portfolio construction. The firm routinely selects and monitors third‑party managers and uses Dynasty’s TAMP and related model/overlay tools for implementation, while tailoring allocations to each client’s objectives, risk tolerance, and liquidity needs.

Notably, several of DMWM’s supervised persons are licensed insurance agents who offer commissionable insurance products through platforms such as Advisors Excel, a relationship the firm discloses as a potential conflict of interest. The firm also maintains a contractual relationship and a minority, non‑controlling interest with Dynasty Financial Partners—including access to Dynasty’s operational platform and financing through Dynasty Advisors Financing Services—which it discloses and monitors in managing potential conflicts.