Private Wealth Counsel, LLC
Your Team
Private Wealth Counsel is an innovative wealth management firm located in Alpharetta, Georgia. Our passion is to help clients protect their income, assets and enduring legacies to their families. Through a proactive, educational and hands-on approach, we strive daily to meet and exceed our clients’ expectations. We pride ourselves on maintaining close client relationships, evidenced primarily through the growth of our practice through client referrals. Private Wealth Counsel’s approach to investment management and financial planning begins by establishing a solid foundation where our clients interests are put ahead of our own in all financial matters. Our practice is based firmly on fiduciary principles and is guided by a collective moral compass possessed individually by every member of the firm.
Bob Tankesley, CPA, CFP, AIFABob is a managing member of Private Wealth Counsel. His counsel as a retirement strategist involves incorporating tax planning and portfolio management to clients who are planning for, transitioning into, or who are in retirement. He has created and implemented targeted financial solutions for professionals, executives, retirees and business owners as a financial advisor since 1995.
Bob is licensed as a Certified Public Accountant (CPA) by the state of Georgia and is a Certified Financial Planner (CFP). He has also earned the designation of Accredited Investment Fiduciary Analyst (AIFA) from the Center for Fiduciary Studies in Pittsburgh, Pennsylvania. Bob is an active member of the Georgia Society of Certified Public Accountants (GSCPA) Estate and Tax Sections and the Georgia Chapter of the Financial Planning Association (FPA). He passed Level I of the Chartered Financial Analyst (CFA) exam in December 2009 and is studying to take Level II in June 2010.
Bob earned his BSBA, Cum Laude, in both Accounting and Financial Management, from the University of North Carolina in Asheville. He also earned his MBA at Appalachian State University in Boone, North Carolina with an emphasis in Finance.
Bob and his wife, Shannon, reside in north Atlanta and are active members of Woodmont Golf and Country Club. Bob enjoys playing golf, reading and traveling.
Travis W. Raish, CFA, AIFATravis is a managing member of Private Wealth Counsel. With over 13 years of experience in professional money management, Travis is deeply experienced in the fields of investment research and portfolio management. His experience includes work as an investment analyst on a team responsible for over $3 billion of mutual fund and private client assets at a world renowned money management firm. As an investment advisor, Travis matches investment and financial planning strategies to the specific goals of his clients, and then advises them on asset allocation decisions, portfolio design, and investment implementation.
Travis is a CFA charterholder, a designation offered through the CFA Institute, and is a member of the Atlanta Society of Financial Analysts. He has also earned the designation of Accredited Investment Fiduciary Analyst (AIFA) from the Center for Fiduciary Studies in Pittsburgh, Pennsylvania. He completed his MBA at Regis University in Denver with honors, and his BSBA with an emphasis in finance from Colorado State University.
Travis and his wife Amy reside in north Atlanta, and are active members of The Vine Community Church. Together, they enjoy running, traveling, cooking and playing golf.