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You just want to make smart money decisions
And you know the choices you make or put off today can have consequences down the road. Fortunately, you don’t have to navigate those choices alone. Because you should live your life without regrets – especially the financial kind.
What you can expect from Nora Wealth
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A financial plan built around what's important to you
At Nora Wealth our mission is to Align Your Financial Means with Your Ambitious Dreams™. We focus on what you want to do with your life and create a financial plan to support that.
Expert strategy personalized to your needs
Our work together begins with our Discovery Process . We create a common point of reference, so your goals lay out the path forward and inform our recommendations for your personal wealth-building strategies.
Completely transparent fees
We provide fee-only, fiduciary financial planning and wealth management, which means we don’t sell products or receive incentives. And, it’s our duty to always act in our client’s best interests – which is how it should be.
We see wealth as a conduit to something greater
Renée Weese, CFP® (She/Her)
I’m Renée Weese, CFP® and I believe that when your financial choices are aligned with your values, you’ll have more to enjoy and share with the people, communities, and causes you care about most.
I became a fee-only financial advisor in 2008 after 20 years as an insurance industry executive. I knew what it was like to have a financial advisor who may not have your best interests in mind, and I wanted to be an advocate for every client. In 2017 I founded Nora Wealth to realize my vision of values-aligned wealth management. I decided to name the firm for my grandmother, Nora, after discovering that imbedded in the meaning of her name was the concept of balancing material and immaterial wealth.
Nora Wealth serves clients of diverse backgrounds. I personally support social justice causes including the Human Rights Campaign and the Equal Justice Initiative. I’m also currently President of the Midtown Atlanta Rotary Club and serve as the DEI co-chair for Rotary District 6900.
On a personal note, I love traveling with my wife of 17+ years and spending time with our families.
I’m grateful for the opportunities I’ve enjoyed and for the difference that financial guidance has made possible in my life. And I want that same experience for my clients.
Renee currently holds a Masters Degree from Emory University’s Goizueta Business School. She studied at Boston University’s Institute of Finance where she earned her Financial Planning Certificate and, ultimately, a CERTIFIED FINANCIAL PLANNER designation.
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What People are saying
“Renée conveys her support and sincerity at all times. She is not judgmental and that is huge! I trust her because she listens to our wishes and uses data and credible measurement tools to give us meaningful information about our assets and recommend related strategies.”
*The persons giving these testimonials were directly solicited by Nora Wealth. No compensation of any kind was provided.
Your financial allies
Nora Wealth is supported by Buckingham Strategic Partners so we can provide you with access to expert investment research, advanced analytic tools, and evidence-driven models, all while providing the personal care of an independent firm.
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You choose the destination — we’ll help you get there.
We believe making smart financial decisions starts with a solid financial plan, followed by timely implementation and on-going accountability. See how you can work with Nora Wealth to create your financial roadmap.