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= ambwealth (Allen, Mooney & Barnes) = ambwealth is a financial services firm offering wealth management, investment banking, brokerage, and tax & accounting services.

Organization

The firm is headquartered in Thomasville, Georgia, housing both its wealth management and professional services divisions; its investment banking division is based in Charleston, South Carolina.

The wealth management division has greater than $1 billion in assets under management, representing both institutions and individuals. Wealth management’s offerings include, asset allocation, investment selection, personalized performance monitoring and reporting, alternative assets and private equity solutions.

ambwealth’s investment banking division represents middle market companies in mergers and acquisitions, capital raises and other strategies, and is focused exclusively on healthcare companies within the health care services, healthcare technology, and pharmaceutical services sub-sectors.

The company’s professional services division offers tax services, family office support, estate and trust planning, and more for individuals and institutions.

ambwealth is led by CEO, Gordon Maner.