Send Us a Message:

    Get in Touch:

    Phone: 1 (315) 427-0512

    Email: [email protected]

    Locust Lane Wealth Management

    14440 Morning Mountain Way
    Milton, GA 30004

    Investor Risk Capacity Survey

    Receive Your Risk Number

    Take a 5-minute survey that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. We’ll use your responses to pinpoint your exact Risk Number to guide our decision-making process.