We believe

a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process.

**Discover the Atlas Advantage**

Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Where are you in life’s journey?

Let us customize your experience on AtlasPWM.com.

Where are you today in your financial life?

We know that the financial concerns of a young couple starting a family are far different from those of a retired couple living on income generated from a lifetime of saving and investing.

You are just getting started in your financial life.

How are you going to pay for student loans? How can you start to invest? How much do you need to retire?

View Site as Getting Started
You are currently building wealth and may be entering your prime earning years.

Past debt, present home needs, paying for college, and building a retirement nest egg are just a few of the goals and objectives which come to mind during this phase.

View Site as Building Wealth
You have worked hard and retirement is on the horizon.

What kind of retirement do you envision? How will taxes, social security benefits, and health care costs impact this vision?

View Site as Retiring Soon
You are currently retired and enjoying your golden years.

Your financial plan may be due for a check-up as you consider estate and legacy planning.

View Site as Living in Retirement

Don't simply retire from something; have something to retire to.”
-

Toby Potterton, CRPC®

Managing Director
President of Advisory Services

The Atlas Advantage: A Decade in Review

The Atlas Advantage: A Decade in Review

We believe

**Discover the Atlas Advantage**

Where are you today in your financial life?

You are just getting started in your financial life.

You are currently building wealth and may be entering your prime earning years.

You have worked hard and retirement is on the horizon.

You are currently retired and enjoying your golden years.

Toby Potterton, CRPC®

Financial Education Resources

Time to Stay Focused

The Atlas Advantage: A Decade in Review

Planning on Call: Merging Lives and Starting a Family Part 1, Interview with Katie O’Hea