WATERLOO CAPITAL · ATLANTA
Wealth advisory and retirement planning for Atlanta families.
From Two Buckhead Plaza, our Atlanta team helps executives, professionals, and business owners turn what they have built into retirement income that lasts for two lifetimes.
WATERLOO CAPITAL ATLANTA
The Waterloo team in Atlanta.
One office in Buckhead, backed by Waterloo Capital’s investment team and family office services.
Stuart Canzeri
MANAGING PARTNER, ATLANTA
Retirement income, Social Security timing, Roth conversion, and tax strategy for executives and business owners approaching retirement.
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David Hughes
WEALTH ADVISOR
Answers to the retirement questions families ask most: survivor benefits, pension choices, withdrawal order, and Medicare timing.
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Dawn Patterson
DIRECTOR, ATLANTA OFFICE
Leads the Atlanta office operations and business development, supporting advisors and keeping every client relationship responsive and personal.
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EVERSTEAD · A PRACTICE OF WATERLOO CAPITAL
The ultra-high-net-worth side of the office.
Family office services, concentrated stock, and liquidity planning for families with substantial and complex wealth, led by Grayson Miller.
WHAT WE SPECIALIZE IN
Built for the decisions that decide retirement.
Social Security & Retirement Income
Claiming strategy, spousal and survivor benefits, and income built for two lifetimes.
Retiring from an Atlanta Employer
The complete decision set for Delta, Home Depot, Coca-Cola, UPS, and Southern Company employees.
SEE THE DELTA PAGE →Roth Conversions for Large IRAs
Multi-year conversion maps built around your bracket, IRMAA thresholds, and your heirs.
Company Stock & NUA
A one-time, irreversible election on employer stock. We model it before you touch the account.
Retirement After Selling Your Business
When most of your net worth is the company, the sale and the retirement are one plan.
The Crossover Years™
The decade between career and claiming, engineered while the highest-leverage window is still open.
LIVE AND ON DEMAND
Social Security & Retirement Ready Workshops
Every month, a new room of Atlanta households learns the claiming, tax, and income decisions that shape retirement. Attend live, or watch the on-demand session any time.
SCHEDULE A CALL
Start your wealth journey today.
A 20-minute conversation about where you stand and whether we are the right fit.
ATLANTA OFFICETwo Buckhead Plaza
3050 Peachtree Road, Suite 400
Atlanta, GA 30305