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.”

    -Harry Emerson Fosdick

    Toby Potterton, CRPC®

    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

    Timothy Hamilton, CFP®, CIMA®, CSLP®

    Senior Vice President
    Wealth Management Advisor

  • Do something today that your future self will thank you for.”

    -Sean Patrick Flanery

    Brendan Walsh, EA

    Senior Vice President
    Director of Tax Planning

  • Yesterday is gone. Tomorrow has not yet come. We have only today. Let us begin.”

    -Mother Teresa

    Lissa McNaughton

    Senior Vice President
    Director of Retirement Services

  • We provide elegant solutions to our clients’ complex problems.”

    -Barnaby Bullard

    Barnaby Bullard, CFP®

    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

    Gregory Britton, CRPC®, ChFC®, CLU®, CASL®

    President | CEO