Atlas Private Wealth Management

We believe a successful, long-term professional relationship is built upon mutual trust.

This philosophy is at the heart of everything we do.

See what makes Atlas Private Wealth Management a financial planning firm
that is here to help on life’s journey.
  • Philosophy

    We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefit of knowing that a team of experienced professionals is providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them.

  • Approach

    We believe that an informed client is an integral part of the financial planning process. We emphasize ongoing client education because most people are more comfortable making decisions if they understand the relevant facts and information. We encourage clients to ask questions and provide feedback on how we can best serve their needs. To assist those interested in our services, we offer an introductory meeting at no cost or obligation because we recognize that selecting a financial advisor can be a difficult process. At this meeting, prospective clients will meet with one of our Wealth Management Advisors to discuss their financial goals and objectives and to learn more about Atlas.

Giving Back

See where the Atlas team has given back. 

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  • Races for the Cure

    The Susan G. Komen Race for the Cure® Series, the largest series of 5K runs/fitness walks in the world, raises significant funds and awareness for the fight against breast cancer, celebrates breast cancer survivorship, and honors those who have lost their battle with the disease.

  • JDRF

    JDRF is the leading global organization focused on type 1 diabetes (T1D) research. Driven by passionate, grassroots volunteers connected to children, adolescents, and adults with this disease, JDRF is now the largest charitable supporter of T1D research. The goal of JDRF research is to improve the lives of all people affected by T1D by accelerating progress on the most promising opportunities for curing, better treating, and preventing T1D. JDRF collaborates with a wide spectrum of partners who share this goal.

  • Williamstown Cal Ripken

    Through simple, basic lessons and proper supervision of regulation competitive baseball, Williamstown Cal Ripken Baseball teaches skills, mental and physical development, and the basic ideals of sportsmanship and fair play. In adopting rules, in establishing standards, and in all planning, the primary consideration is the welfare of the children who participate.

Focus Financial Partners

Focus Financial Partners is a leading partnership of independent wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms that provide individuals, families, employers, and institutions with wealth management, benefit, and investment consulting services. Focus partner firms maintain their entrepreneurial independence while benefiting from the synergies, scale, economics, and best practices of a market leader to pursue their business objectives.

Looking to become an Atlas Wealth Management Advisor? We are a member of Focus Financial Partners, a nationwide firm which combines hometown service and industry leading products, technology, and execution capabilities. Complete the fields at the right to see if joining Atlas Private Wealth Management is right for you, your business, and your clients.

Why Choose Atlas

Become part of Atlas!

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

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