A passion to provide world-class financial planning to South Georgia and the surrounding area is what led Stacy Bush to open the doors of Bush Wealth Management in 2004. Now, over a decade in the business, Bush Wealth Management has created a brand that is devoted to not only offering professional financial guidance and investment strategies but establishing life-long relationships with their clients. Building and fostering a loyal relationship with every client is highly valued by Stacy and his team. 

“When I began my investment career, I realized that it wasn’t what you earned, but what you kept after tax that determined whether you won the money game,” said Bush. My career focus thus became the study of income, gift and estate taxation, qualified plans law, and charitable planning tax law as it relates to investments.” 

As Bush Wealth Management grew, Bush recognized the need for additional employees and wealth advisors. Two additional wealth advisors, Greg Bright, from Valdosta, and Kent Patrick, from Leesburg, were added along the way, as well as a small, dedicated client services team. Bush, along with Bright and Patrick, make up the investment management committee in which they create and manage client’s LPL portfolios, in addition to regularly meeting and educating clients. 

In addition to clients, Bush Wealth Management strives to educate the surrounding community as well. The advisors are featured weekly on two local radio stations, Talk 92.1 and News Talk 105.9. They are also frequent guests on the local news stations in Tallahassee and Albany and contribute a weekly column to the Valdosta Daily Times in which they offer resourceful financial insight. You can also keep up with them on Facebook, Twitter and LinkedIn, or signing up for their weekly e-Newsletter and monthly video economic updates.

Furthermore, the Bush Wealth Management Bush team reaches out to the community by hosting events and providing information on Social Security, market analysis, strategies for financial success and much more. Bush Wealth Management’s hope is to create stronger and more trustworthy relationships with their clients in addition to providing useful financial information to the community. 

Creating a unique, intimate financial advising experience has been the key to Bush Wealth Management’s continued success. They have been named South Georgia’s “Best Financial Advisor” by the Valdosta Daily Times three years in a row, and they were recognized as Valdosta’s “2015 Small Business of the Year.”

Clients are not treated as just another number or account; Bush Wealth Management provides an exclusive experience that allows clients to build confidence in their financial future.

For more information, visit www.bushwealthmanagement.com or call (229) 247-1474.