Private Wealth Advisor/Retirement Specialist
Alex Reffett is a wealth management consultant and a retirement plan specialist at ACG Wealth. Alex provides wealth advisory services to private clients including families, retirees, and professionals. His passion is creating custom financial plans by understanding the client’s goals and personal values. He believes that each client is a unique individual with unique goals. He also works within the Retirement Plan division and helps with growing the 401(k) practice area. ACG Wealth advises on more than $225 million in qualified plan assets.
An Atlanta native, Alex strives to give back to the community with his active involvement in the Metro-Atlanta Chamber and the Morningside-Lenox Park Association. In his spare time, he enjoys rock climbing, golfing, and organizing outdoor events for the Atlanta Outdoor Club, where he volunteers as a trip leader.
Alex also serves as CFO for Releash Atlanta — a local non-profit which focuses on rescuing dogs from high-kill animal shelters and placing them in permanent loving homes. Over the past few years this organization has facilitated the adoption of over 400 dogs — all of which have had successful placements in families.
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- Series 7
- Series 63
- Series 66
- Bachelor of Arts, Finance, Georgia State University
- Certificate of Financial Planning, Robinson College of Business