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

Financial Education Resources

Financial Planning, Investment Management/ Mar 31, 2021

WIRED: Confronting the Gender Wealth Gap Webinar Recording

Read Full story

Financial Planning, Investment Management, John C. Ogle, Resources, News/ Mar 18, 2021

Spring Has Sprung and Interest Rates Climb

Read Full story

Planning on Call, Blog, Resources/ Mar 31, 2021

Planning on Call: Roundtable on Imposter Syndrome: A Discussion between Three Generations of Female Physicians

By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…