Platinum Wealth Management of Buckhead
For individuals and families navigating the complexities of investing, retirement, and long-term planning, Platinum Wealth Management of Buckhead delivers clarity, confidence, and personalized guidance. As an independent, women-founded fiduciary firm, they craft robust financial strategies that aim to help clients grow and protect their wealth toward a more confident financial future.
A Vision That Started With People, Not Portfolios
Platinum Wealth Management’s story is rooted in the belief that financial planning should never feel cold, transactional, or one-size-fits-all. Founder Gena Barbato began her career more than 30 years ago in a world where large firms often focused more on account balances than on the people behind them. She envisioned something different—a boutique firm that sees each client as a unique individual with their own story, dreams, and challenges.
From day one, the mission has been to replace financial jargon with clear conversations, and to replace cookie-cutter plans with thoughtful, personalized strategies. As the firm has grown, so has its dedication to education—ensuring that clients not only have a plan, but also understand why it’s the right one for them. This commitment to transparency, trust, and lifelong partnership is what continues to set Platinum apart.
Rooted in Client-Centered Values
Guided by the principle that the client—and only the client—is at the center, the firm provides proactive, transparent service tailored to each person’s goals and values. They believe a collaborative, team-based approach offers greater depth and clarity, combining diverse expertise to deliver thoughtful advice and consistent follow-through.
Meet the Team
Together, this leadership group brings more than 80 years of combined experience and a deeply personal commitment to client success:
- Gena A. Barbato, Managing Director & Founder – With over three decades in financial services, Gena approaches wealth management with empathy and clarity, inspired early by conversations around her family dinner table.
- Beth Woodward, Senior Director – Nearly 40 years of guiding clients through retirement planning, legacy goals, and generational transitions with a strategic, client-first ethos.
- Daniel Kundla, CFP®, Senior Vice President of Investments – Develops data-driven strategies focused on balancing risk and return in alignment with client objectives.
- Ellie Camp, Director of Marketing & Client Relations – Ensures every client interaction is thoughtful, seamless, and aligned with the firm’s values.
Why Clients Choose Platinum
Platinum takes the time to truly understand the full picture—your goals, your values, your lifestyle—before designing a plan that’s uniquely yours. Their fiduciary commitment means they always act in your best interest, offering complete transparency at every step. And their dedication to client education ensures you understand your options and feel confident in your decisions.
Recognition & Values
Recently named one of the Top 20 Wealth Management Service Providers of 2024 by Financial Services Review, Platinum Wealth Management has earned a reputation for excellence, integrity, and results. But for the team, success is not just measured in numbers—it’s measured in the lifelong partnerships they create and the trust they build over time.
Whether you’re preparing for retirement, seeking protection for your legacy, or aiming to optimize your investments, Platinum Wealth Management of Buckhead is committed to walking every step with you—through life’s milestones, challenges, and opportunities—always keeping your goals at the center of the conversation.