Sullivan & Schlieman Wealth Management, LLC

SSWM is excited to extend a well-deserved recognition to our committed employees who have recently celebrated their work anniversaries!

Emily Morgan, Associate Wealth Advisor, celebrated 15 years of dedicated service on August 18th.

Antonella Robinson, our Office Manager in Alpharetta, marked her 5th year of service on August 13th.

Our newest addition to the team, Client Services Associate Calvin Meeks, celebrated his one-year anniversary at SSWM on October 17th.

We are proud of their achievements and look forward to many more successful years together.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

What to Look for in an Extended-Care Policy Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works.

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Monthly Newsletter October 2023 OCTOBER 2023 Let SSWM help you to unlock the key to this month's financial success! October's Key Fact: It may come as no surprise, but the famous escape artist Harry Houdini started his career as a l

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

What every parent needs to know about insuring his or her .

Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.

Sullivan & Schlieman Wealth Management is the key to your financial goals! 🗝

If you are in the downtown Alpharetta area, don’t miss the chance to visit the SSWM’s 2023 scarecrow! Take a selfie with Scarecrow Andrew and share it with us!

Scarecrow Andrew can be found in Patch 4 in the Town Green in spot 30!

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Prospects For A Fourth Quarter Rally   Weekly Market Commentary Here is the latest edition of our Weekly Market Commentary! If you have any friends or family members who might also enjoy or benefit from this material, please pass it alon

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Teen Drinking and Your Liability Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.