Paul Culbreth, CFP®
Plan, Manage Risk, Grow, Enjoy Life.
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Culbreth Wealth Management, LLC
Paul Culbreth, CFP®
Rate this
Advisor
Dacula, GA
Serving Clients Nationwide
Plan, Manage Risk, Grow, Enjoy Life.
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Me
Paul Culbreth has served as a financial advisor for 18 years, and a Certified Financial Planner® for 11 years. He enjoys helping clients achieve their goals and objectives through financial planning and wealth management.Paul has significant experience in risk management of investment portfolios and assisting clients in navigating the peaks and valleys of economic business cycles. He is uniquely positioned with an extensive background in insurance, providing him the expertise necessary to provide fiduciary reviews of life insurance and annuity products.
Away from the office, Paul enjoys spending time with his family, playing golf with friends, and relaxing on the beach.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- CFP Board
Primary Location
2098 Teron Trace Ste. 700 Dacula, Georgia, 30019
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Culbreth Wealth Management is a fee only Registered Investment Advisor and does not sell products or accept commissions from the sale of products. CWM provides holistic financial planning and wealth management services tailored to the financial goals of its clients. Its mission is to help clients achieve their financial goals and objectives through financials planning and risk-guided wealth management. CWM acts in the best interest of its clients.Education
Georgia Southern University, College of Business Administration, Finance
Hobbies and Interests
- Beach
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Very competent and knowledgeable
✅ Wealthtender Certified Advisor Review™
May 28, 2024
I’m a new client as of 2023 with Culbreth Wealth Management. I’ve been very pleased with the staff and they have been more then helpful with the technology side of things. They are patient and kind with all my questions and inquiries. Paul makes me feel very assured knowing that he has my best interest in mind while also growing my accounts. He is very reassuring and knowledgeable in helping me to know what is best for my future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Culbreth Wealth Management
✅ Wealthtender Certified Advisor Review™
Oct 18, 2023
I have been working with Paul for many years. He and his staff have been very helpful with me with several rollovers from other accounts. He has been very attentive in looking after my accounts. We have several conversations each year to go over the accounts and how to handle them based on current economic indicators. Would highly recommend Culbreth Wealth Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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