CLIENT LOGIN
Menu
Home
How We Help
Our Firm
FAQs
Resources
Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Tools
Podcasts
Schedule a Conversation
CLIENT LOGIN
Tactical Asset Allocation Guide | July 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:6788670500'>(678) 867-0500</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">North Point Parkway</p> <p class="moonlight-address2">Suite 207</p> <p> <span class="moonlight-city">Alpharetta,</span> <span class="moonlight-region">GA</span> <span class="moonlight-postalcode">30022</span> </p> </div> <a href="mailto:info@sswmllc.com" itemprop="email"> info@sswmllc.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/profile.php?id=61554297024888" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="http://www.linkedin.com/company/sullivan-and-schlieman-wealth-management-llc" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> <a href="https://www.instagram.com/sullivanandschliemanwealth/" target="_blank" rel="noopener noreferrer" class="instagram" aria-label="Instagram"> <i class="fa fa-instagram" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.sswmllc.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.sswmllc.com/resource-center/investment" >Investment</a></li><li><a href="https://www.sswmllc.com/resource-center/estate" >Estate</a></li><li><a href="https://www.sswmllc.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.sswmllc.com/resource-center/tax" >Tax</a></li><li><a href="https://www.sswmllc.com/resource-center/money" >Money</a></li><li><a href="https://www.sswmllc.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.sswmllc.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.sswmllc.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.sswmllc.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.sswmllc.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member <a href="http://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Indiana, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New Mexico, North Carolina, New Hampshire, New York, Ohio, South Carolina, Texas, and Virginia.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js?v=1"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineBoxHeadingBG'); combiningSectionsFunction('.dev-combineBoxes', true); combiningSectionsFunction('.dev-combineQuizForm'); //CTA version moveSection('.dev-specialCTA-insertFormSXS.section_Form', '.dev-specialCTA-insertFormSXS.section_SideBySide .c-sxs__text'); $(function() { // 1. The Contact/Schedule Buttons (Defaults to 'navMimicBtn') setNavMimicBtn({ urls: ['/contact', '/schedule', '/meeting'] }); // setNavMimicBtn({ // urls: ['/'], // classNames: ['navMimicBtn2'] // }); const videoBG = [ { type: 'video', selector: 'dev-sectionEffect-videoBackground', videoSRC: '//static.fmgsuite.com/media/documents/75092f60-723e-4dee-a179-c0b858bc8a71.mp4', poster: '//static.fmgsuite.com/media/SectionBackgroundImage/originalSize/fb0389bc-3e84-42b6-82ec-09c5abee8b7e.jpg', }]; videoBackground(videoBG); const combineBoxHeadingBG = $('.dev-combineBoxHeadingBG-Combined').css('background'); if (combineBoxHeadingBG) { $('.dev-combineBoxHeadingBG-Combined').css('background', ''); $('.dev-combineBoxHeadingBG-Combined .primaryContainer').css('background', combineBoxHeadingBG); } // ------ Aurora Footer ------ // $(".footer-container").addClass("auroraFooter"); $(".c-footer__container > .o-grid__collapse").first().prepend('<div class="customFooter" />'); // set up general aurora style footer structure const customFooter = $(".customFooter"); customFooter.append('<div class="customFooterAddress"><h4>Visit</h4></div><div class="footerLogo" />'); customFooter.append('<div class="customFooterContactLinks"><h4>Connect</h4></div>'); const customFooterContactLinks = $(".customFooterContactLinks"); const footerLogo = $(".footerLogo"); // set up footerLogo with socials and logo $("img#agentLogo").clone().appendTo(footerLogo); // $('img#agentLogo').clone().appendTo(footerLogo).prop('src', 'https://s3.amazonaws.com/static.contentres.com/media/documents/9834d44d-b643-4180-945b-b2eed28cd060.png'); $("footer .c-socialMedia").appendTo(footerLogo); // move all address information over to customFooterAddress $("footer .contact .moonlight-address_block").appendTo(".customFooterAddress"); // check for multiple locations/offices if ($(".moonlight-office-location-container").length) { // add a header for the first/primary office, set up containers for phone numbers const firstAddressCityName = $(".customFooterAddress .moonlight-address_block > p > .moonlight-city").text().slice(0, -1); const firstAddressCityNameElement = $(`<p class="moonlight-office-location-header">${firstAddressCityName} Office</p>`); const firstOfficeNumbersContainer = $('<div class="main-office-numbers" />'); firstAddressCityNameElement.clone().prependTo($(".customFooterAddress .moonlight-address_block")); // add email to footerLogo $('footer .contact a[href*="mailto"]').appendTo(footerLogo).wrap('<div class="moonlight-contact-information" />'); // add first/primary office numbers to customFooterContactLinks firstOfficeNumbersContainer.appendTo(customFooterContactLinks); firstAddressCityNameElement.clone().appendTo(firstOfficeNumbersContainer); $("footer .moonlight-contact-information > .moonlight-phone").appendTo(firstOfficeNumbersContainer); $("footer .moonlight-contact-information > .moonlight-fax").appendTo(firstOfficeNumbersContainer); // loop through the additional offices, get their office numbers, and add to customFooterContactLinks $(".moonlight-office-location-container").each(function () { const extraOfficeNumbersContainer = $('<div class="extra-office-numbers" />'); $(this).find(".moonlight-office-location-header").clone().appendTo(extraOfficeNumbersContainer); $(this).find(".moonlight-phone").appendTo(extraOfficeNumbersContainer); $(this).find(".moonlight-fax").appendTo(extraOfficeNumbersContainer); extraOfficeNumbersContainer.appendTo(customFooterContactLinks); }); } else { // single office location, add email to footerLogo and numbers to customFooterContactLinks $('footer .contact a[href*="mailto"]').parent().appendTo(footerLogo); $("footer .moonlight-contact-information > .moonlight-phone").appendTo(customFooterContactLinks); $("footer .moonlight-contact-information > .moonlight-fax").appendTo(customFooterContactLinks); } }); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.27632.780"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.27632.780"></script> </body> </html>
