Atlanta, GA Office

Linscomb Wealth provides comprehensive wealth planning, discretionary and non‑discretionary portfolio management, and investment consulting to a mix of individual, high‑net‑worth and ultra‑high‑net‑worth clients, trusts, foundations, and retirement plans. The firm also offers specialized family office services and retirement‑plan fiduciary consulting as part of its advisory practice.

The firm constructs client portfolios through written investment policy statements, model asset‑allocation portfolios, and ongoing rebalancing, using equities, fixed income, mutual funds, ETFs, and individual securities; certain client mandates may incorporate covered call strategies or laddered U.S. Treasury bond portfolios when directed. Advisors collaborate with an internal Investment Committee and wealth advisors to customize portfolios for goals, tax considerations, liquidity needs, and any client restrictions, and they provide ongoing review and reporting through custodial relationships.

Linscomb is a wholly owned subsidiary of The Huntington National Bank (acquired in 2026), a bank affiliation that the brochure discloses can create referral and related conflicts of interest and that is addressed through written policies and disclosures. The firm’s materials also disclose advertising practices that include hypothetical performance scenarios and client testimonials, and it uses third‑party relationships (including institutional custodians and a proxy‑voting service) and affiliate referral arrangements that may distinguish its operational model from many peers.