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Welcome to the Rockefeller Global Family Office

At Scarbrough Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.

Located in Atlanta, GA, Scarbrough Wealth Partners provides wealth management and advisory services to clients as trusted fiduciary advisors.

Our planning-based approach and open-architecture platform is designed to provide clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.

The standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

We’re inspired that you’re here.


(470) 903-7110

3060 Peachtree Road NW
Suite 110
Atlanta, GA 30305

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

At Scarbrough Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.


Private Advisor, Managing Director
(470) 903-7110


Private Advisor, Senior Vice President
(470) 903-7111


Private Advisor, Senior Vice President
(470) 903-7112


Client Associate, Vice President
(470) 903-7113


Client Associate, Vice President
(470) 903-7114

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
Respect the Lags
Respect the Lags
The business cycle has not short-circuited
The Regulatory Golden Rule
The Regulatory Golden Rule
Whoever has the gold makes the rules
Unnecessary Brinkmanship
Unnecessary Brinkmanship
Political theatrics over a still unsustainable fiscal trajectory
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Private Advisor, Managing Director 


Mike is a Private Advisor, Managing Director of Scarbrough Wealth Partners at Rockefeller Capital Management. Mike started his career as a Financial Advisor with Merrill Lynch in 1983 after graduating from The University of Georgia. He also served in the US Air Force and US Air Force Reserves. He joined Morgan Stanley in 1987. Since then, Mike has built a successful wealth management practice serving clients all over the country and abroad.

As the team’s leader, Mike focuses on client relationships and intergenerational planning. He says, “Our clients come first. Always. We understand the importance of helping to manage our clients’ financial affairs and we take it very seriously. After more than 30 years in the business, most of our clients have become like family to me and I truly enjoy helping them make sound financial decisions.” 

Mike enjoys hiking, cycling, fishing and traveling with his wife, Denise, in their RV. Mike and Denise have three grown children and six grandchildren.  

Mike is Series 7, 63, & 65 licensed, and is licensed to sell life and variable insurance products. 

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Private Advisor, Senior Vice President 


Travis joined Rockefeller Capital Management in March 2022 as a Private Advisor, Senior Vice President. Prior to joining Scarbrough Wealth Partners in 2013, he was an investment banking analyst in the leveraged finance group at SunTrust Robinson Humphrey originating and executing leveraged loans and high yield bonds for corporate and private equity clients. He also worked for ING Capital, LLC as an analyst in the acquisition finance group. 

Travis graduated from Kennesaw State University in 2011, summa cum laude with highest honors, with a BBA in Finance and was elected as the 2012 University Honor Scholar. Travis holds the Chartered Financial Analyst™ designation. He is also a member of the CFA® Institute, and the Atlanta Society of Finance and Investment Professionals. *In 2018, Travis was named to the list of "America's Top Next Generation Wealth Advisors" by Forbes Magazine. 

Travis focuses on developing customized investment strategies, business succession planning, and intergenerational wealth transfer planning. He brings a diverse set of skills with his knowledge of the capital markets. 

Travis enjoys spending time with his wife, Kaitlin, two daughters, two sons, and their dogs. 

Travis is Series 7, 63, 65 & 79 licensed, and is licensed to sell life and variable insurance products. 


*The Forbes “America’s Top Next Gen Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released. 

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

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Private Advisor, Senior Vice President 


Robbie New is a Private Advisor, Senior Vice President at Rockefeller Capital Management. Robbie focuses on listening to and understanding the needs of his clients and coordinating their financial plans with each client's other trusted advisors. Prior to joining Rockefeller, Robbie worked as a financial advisor with The Scarbrough Group at Morgan Stanley in Atlanta. Robbie focuses on each client's unique needs and brings them tailored resources and strategies of Scarbrough Wealth Partners. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation. Robbie earned a Bachelor's Degree in Financial Management from the University of Alabama. 

In the community, Robbie volunteers with Children's Healthcare of Atlanta and is a member of Trout Unlimited. He enjoys golf, tennis, and fishing, and is a member of Roswell Presbyterian Church. Robbie spent his childhood in Eufaula, Alabama, and Jacksonville, FL, but currently resides in Marietta, Georgia with his wife, Anna, and his daughters.  

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Client Associate, Vice President 


Abigail Gentry is a Client Associate, Vice President with Scarbrough Wealth Partners at Rockefeller Capital Management.  Abigail manages the daily administrative and operational responsibilities of the team. Abigail graduated from Georgia Southern University in 2010. She began her career in the financial industry in 2012 where she served as a marketing client associate with Wells Fargo Advisors. In her free time, Abigail enjoys hiking, yoga, traveling, baking, and spending time with her husband Greg and their two sons.

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Client Associate, Vice President 


Jennifer Marsh is a Client Associate, Vice President with Scarbrough Wealth Partners at Rockefeller Capital Management. She focuses on comprehensive financial planning and portfolio implementation. Jennifer graduated from the University of Georgia in 2008. She began her career in the financial services industry as a Financial Advisor in 2009 and worked with The Scarbrough Group in that role until 2016. After taking a few years to be home with her young children, Jennifer is excited to be back serving clients and working with the team. Jennifer’s hobbies include running, reading and cooking as well as spending time with her family.


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