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Lanier-McCormack Wealth Management

3638 Walton Way Extension

Suite 300
Augusta, GA 30909

Interested in deferring, reducing, or eliminating long-term capital gains taxes due to the sale of other appreciated assets?  We offer a strategy to accomplish this as well.


Learn more about using Qualified Opportunity Zones

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Interested in deferring taxes on the sale of real estate?  We offer a strategy to accomplish this.




Learn more about an Internal Revenue Code Section 1031 Exchange

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Philosophy & Process

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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals.

Who We Are

Who We Are

We have integrated CPA and Wealth Management capabilities, resulting in shared expertise, greater service, and a unique client experience. Our “one firm” approach provides a resource of skills that enables all pieces of your wealth management plan to work together in the most tax optimized manner.

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What We Do

What We Do

We provide tax-advantaged wealth creation, distribution and preservation strategies for affluent and semi-affluent retirees and pre-retirees. Our specialization in retirement income and estate planning uses a long-term planning perspective to provide a wide range of tax efficient wealth management solutions..

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Speak To Us

Speak To Us

Speak to Us today to learn more about Lanier-McCormack Wealth Management

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