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.
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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.
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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.
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Ronald McDonald House Charities of the Capital Region
Ronald McDonald House Charities of the Capital Region draws on the compassion of our community to deliver and support programs that directly improve the health and well-being of children and families. Through their core programs — including the Ronald McDonald House in Albany — they offer access to quality health care with a family-centered approach. The team at RMHC-CR works hard to ensure that families are fully supported and actively involved in every aspect of their children’s care.
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Crohn’s & Colitis Foundation
The mission of the Crohn’s & Colitis Foundation is to cure Crohn’s disease and ulcerative colitis, and to improve the quality of life of children and adults affected by these diseases.
The Foundation sponsors basic and clinical research of the highest quality. They also offer a wide range of educational programs for patients and healthcare professionals, while providing supportive services to help people cope with these chronic intestinal diseases. These programs are supported solely through our donors, grants, fundraising efforts, and sponsors.
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Regional Food Bank of Northeastern New York
The Regional Food Bank has been helping to feed the poor and hungry in our communities since 1982. It is the only organization of its kind in northeastern New York. The Food Bank collects large donations of food from the food industry and distributes it to charitable agencies serving hungry and disadvantaged people in 23 counties. From Plattsburgh to Newburgh, in urban, rural, and suburban communities, the Food Bank provides over 40 million pounds of food a year to 1,000 agencies.
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Making Strides Albany – American Cancer Society
It is time to be bolder, braver, and stronger than ever before. The American Cancer Society envisions a future where our daughters – our children – will no longer live with the threat of breast cancer. Unfortunately, their future is at risk. By supporting Making Strides Against Breast Cancer of Albany, participants help ensure the American Cancer Society can continue fighting to prevent, treat, and survive this disease. Together, the community can help fund the future of breast cancer research and programs for loved ones today – and for the next generation.
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 AtlasBecome part of Atlas!
Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.
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