We believe
a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process.
a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process.
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.
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.
How are you going to pay for student loans? How can you start to invest? How much do you need to retire?
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.
What kind of retirement do you envision? How will taxes, social security benefits, and health care costs impact this vision?
Your financial plan may be due for a check-up as you consider estate and legacy planning.
Don't simply retire from something; have something to retire to.”-Harry Emerson Fosdick
Managing Director
President of Advisory Services
The difficulty lies not so much in developing new ideas as in escaping from old ones.”-John Maynard Keynes
Senior Vice President
Wealth Management Advisor
Do something today that your future self will thank you for.”-Sean Patrick Flanery
Executive Vice President
Director of Tax Planning
Yesterday is gone. Tomorrow has not yet come. We have only today. Let us begin.”-Mother Teresa
Senior Vice President
Director of Retirement Services
We provide elegant solutions to our clients’ complex problems.”-Barnaby Bullard
Senior Vice President
Wealth Management Advisor
Only those who will risk going too far can possibly find out how far one can go.”-T.S. Eliot
President | CEO
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…
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