PR Squared Wealth Management LLC

Phimar Patterson is a CFP® professional affiliated with PR Squared Wealth Management LLC in Atlanta, GA, with 17 years of industry experience. He has worked at firms including Ameritas Advisory Services, Madison Avenue Securities, and has operated his own sole proprietorship since 2013. Outside of his advisory role, he owns Blue Clover Financial, a marketing organization, and is engaged in insurance sales and strategic planning through Unified Legacy Group. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, ERISA 3(21) fiduciary services, and retirement-plan participant education. The firm primarily manages assets on a non-discretionary basis, using model portfolios, sub-advisors, and platform tools, with regular account reviews to address rebalancing and tax management.

Cheryl Leonard Peeples is a financial advisor at PR Squared Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF Individual & Institutional Services, LLC for 20 years. In addition to her advisory role, she is an insurance agent involved in insurance sales and services. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically manages client assets on a non-discretionary basis, using model allocations and sub-advisors, while emphasizing retirement-plan participant education and ongoing consulting.

Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.