​Linea Private Wealth Management, founded in 2014 and based in Atlanta, Georgia, specializes in comprehensive wealth management for affluent individuals and families. With over a century of collective experience, the firm employs its proprietary Linea Roadmap® to deliver personalized strategies that simplify financial complexities, protect assets, and promote multi-generational family harmony.

Their services encompass investment management, retirement planning, insurance reviews, and estate planning, all tailored to each client’s unique needs. Operating as an independent advisory firm, Linea collaborates with LPL Financial for securities and IFG Advisory, LLC for investment advice, ensuring a broad range of options while maintaining a client-centric approach.

The team comprises seasoned professionals, including CERTIFIED FINANCIAL PLANNER™ Howard Katz, AWMA® Justin Davidson, and AIF® Pete Coleman Jr., who work closely with clients to navigate their financial journeys. Linea is committed to providing compassionate, unbiased advice to help clients achieve financial confidence and peace of mind.