Building a Bridge
to your retirement
Plan today for a prosperous future
HEAR FROM OUR FOUNDER
WHY CHOOSE PEACHTREE?
"After years of guiding individuals and families through the complexities of financial planning, I founded Peachtree to create a more personal, strategy-driven advisory experience—one that goes beyond basic investment advice. Drawing on my background in comprehensive wealth management and tax-efficient planning, Peachtree was built to deliver customized solutions that align each client’s financial decisions with their life goals. It’s about bringing clarity, confidence, and a deeper sense of purpose to every financial plan."
- Stuart Canzeri, Co-Founder
WHO WE SERVE
WHO BEST DESCRIBES YOU?
THE PEACHTREE Principles
A FINANCIAL PARTNER INVESTED IN WATCHING YOU SUCCEED
GET STARTED WITH PEACHTREE FINANCIAL GROUP
OUR 3 STEP PLAN
Schedule a Personalized Strategy Call
Schedule a personalized strategy call to see if a Financial X-Ray or Strategy Meeting is right for you.
Financial X-Ray or Strategy meeting
We will identify all possible solutions to help you achieve your goals and decide if we are a good fit for each other.
Invitation to Be part of the Community
We invite you into the nearly two-decade-old Peachtree community and start your financial planning process.
WHAT WE DO
THE PEACHTREE PROCESS
WHAT YOU GET
THE EXCLUSIVE PEACHTREE COMMUNITY
EXCLUSIVE EDUCATION EVENTS
Learn strategies to manage costs, use tax-advantaged accounts, and make smart financial decisions for your family’s future. Whether in-person or virtual, these events are designed to give you clarity, connection, and actionable insights.
VETTED PROFESSIONAL RESOURCES
As a member, you’ll be connected to a trusted network of professionals — from financial advisors to admissions consultants — carefully selected by Peachtree for their integrity, experience, and alignment with our mission of family-first support.
CURATED EDUCATIONAL CONTENT
Receive timely, easy-to-understand guides, videos, and planning tools created by the Peachtree team to support you at every stage. Our content is crafted to simplify complex topics and empower your decision-making.
MEMBERS-ONLY EXCLUSIVE EVENTS
Enjoy access to exclusive workshops, Q&A sessions, and behind-the-scenes planning insights, designed just for our member community. These are high-value opportunities to go deeper and get personalized support from our team.
VIRTUAL ROUND TABLES
Participate in live, interactive round table discussions with our advisors and other families just like yours. These conversations are a space for real-time questions, shared experiences, and practical advice on navigating your funding journey.
TOOLS & RESOURCES
From college cost estimators to financial planning templates, you'll have access to tools designed by Peachtree Financial to help you stay organized, proactive, and prepared for every milestone ahead.
BETTER RELATIONSHIPS CAN LEAD TO BETTER RESULTS
If your financial partner knows you well, they can help you better.
YOUR INVITATION TO JOIN THE COMMUNITY
Schedule a personalized strategy call with Stuart.
CONTACT US
LET'S GET STARTED
We are here to offer you unbiased advice and ongoing support. Simplifying the complex and empowering you to create generational impact.
Advisory services offered through Resurgent Financial Advisors, LLC. More information can be found at Resurgent Financial Advisors, LLC and in the following links: Form CRS (Relationship Summary), Privacy Policy
