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.

Financial Education Resources

You can now find Atlas at
Focus Partners Wealth.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future—whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!