Chris Kohne has joined Sugarloaf Wealth Management, a Triad-affiliated hybrid registered investment adviser.
Kohne brings approximately $100 million in client assets to Sugarloaf, driving the firm’s total brokerage and advisory assets to more than $500 million.
Sugarloaf Wealth Management, which was formed in 1989, provides financial planning and investment services backed by strong risk management capabilities to mass affluent and high-net-worth clients, particularly retirees and clients nearing retirement. The firm is based in Duluth, Ga., a suburb of Atlanta, and maintains a geographic focus on Atlanta and the surrounding areas.
Triad Advisors is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-RIA in the Hybrid RIA marketplace. The company provides a platform of products, trading and technology systems, as well as customized wealth management solutions. Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services.
