Bullard, McLeod & Associates to join Atlas Private Wealth Management

Bullard, McLeod & Associates (BMA), an independent investment advisory firm, entered a definitive agreement to merge with Atlas on April 1st, 2019. Based in Albany, New York, BMA brings over thirty years of financial planning and investment advisory experience to the Atlas family. Founded by Geoffrey Bullard and Charlie McLeod in 1983, BMA was most recently led by Thessaly and Barnaby Bullard, Geoffrey’s children. Although Thessaly will be transitioning out of the business to pursue other opportunities, Barnaby Bullard and his team, John Heslin and Loni Lee, are pleased to join forces with Atlas. As our experience and resources combine, and our investment philosophy and core values unite, we will continue to provide quality service and strive for excellence as we grow and change.

“All of us at Bullard, McLeod & Associates look forward to a bright future with Atlas Private Wealth Management. We share a commitment to our clients, employees, and community. Both firms’ reputations were earned by embracing a high standard of professionalism. Ultimately, our combined goal is to provide timely, practical advice that enables our clients to set reasonable expectations, make informed choices, and pursue their financial goals.”

Barnaby D. Bullard, CFP®

Giving Back to the Community

Family Promise of the Capital Region

Did you know that 35% of America’s homeless population is comprised of families with children? Atlas Wealth Management Advisor, Lissa McNaughton, along with her husband, Tom, and their three children, ages 15, 13, and 13, spent part of their February Break volunteering for Family Promise of the Capital Region, an affiliate of the national non-profit, Family Promise. Family Promise’s mission is to help homeless and low-income families achieve sustainable independence.

Did you know that 35% of America’s homeless population is comprised of families with children?

In Albany’s Capital Region, about fifteen religious congregations provide shelter for one week at a time, four times a year, for up to five homeless families. Lissa and her family were part of the team that helped transform the Mater Christi Parish Center into a “home.” Their goal was to create a safe and comfortable place for these families to live. At the end of the week, Lissa and her family helped return the Parish Center to its original state. Their guests either moved on to the next congregation or to independent living. 

Want to learn more about Family Promise of the Capital Region? Follow the link to their website: https://capitalregionfamilypromise.weebly.com/

North Adams Youth Basketball League Tournament

Kollin Allard, Atlas Wealth Management Advisor, spends his winters volunteering with the North Adams Youth Basketball League. They held their annual tournament from Thursday, February 14th, through Monday, February 18th, and hosted 35 teams and over 70 games for 3rd to 8th grade boys and girls.

Kollin is league secretary, a board member, the travel team coordinator, and the coach for the 7th and 8th grade boys travel team. As the tournament director, he secured the teams and gym time, scheduled the games, and oversaw the day-to-day operations at each gym.

All proceeds went to the North Adams Youth Basketball League. Check out the League’s Facebook page for more information: https://www.facebook.com/North-Adams-Youth-Basketball-148357828542246/

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