InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. Jason Joffe, Angie Dumler and Ben Esser, the co-founders of InLight Wealth, previously were responsible for managing $370 million in client assets at Morgan Stanley.

The InLight partners have been delivering customized solutions to high-net-worth families for over 17 years. They have deep experience in the design and implementation of complex financial and investment plans.

“The genesis of InLight is in the desire to build a better business model based on open architecture and transparency,” said Joffe. “InLight’s mission is to preserve and grow wealth while simplifying clients’ financial lives. Our culture of respect, service and professional excellence will thrive in an independent framework. InLight is built for the long run and will serve families for generations.”

InLight Wealth is a fee-only investment firm registered with the Securities and Exchange Commission (S.E.C.).

For more information, please visit InLightWealth.com.

InLight Wealth

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