ADV Part 2A Brochure | Atlas

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ADV Part 2A Brochure

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ADV Part 2A Brochure
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Atlas Private Wealth Management, LLC (“Atlas”) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability.

Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.

This website is for general information and educational purposes only. The information presented here is not specific to any individual’s personal circumstances and, as such, may not be suitable for all individuals. It should not be construed as an offer, recommendation or solicitation for any product or strategy; nor should it be construed as legal, tax, accounting or investment advice. Please consult your attorney or other advisor regarding your specific legal, investment, accounting or tax situation.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS AND INVESTMENT STRATEGIES INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus and any other applicable documents provided, including investment objectives, risks, charges, and expenses.

Additional information regarding Atlas’ qualifications, business practices and conflicts is set forth in Atlas’ ADV Part 2A brochure and ADV Part 3 / Form CRS.

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Webinar- WIRED: Confronting the Gender Wealth Gap, March 2021

Monday, March 8th
11:00 AM ET

We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.