Summer Team-Building Event – Hilltop Orchards

Kicking off the start of summer, Atlas associates headed to Hilltop Orchards in the picturesque Berkshire Mountains. Their guided tour included a nature walk and wine-tasting. They explored “Johnny Mash,” a 2.2-mile trail that took them through the woods surrounding the apple orchard. After the hike, they enjoyed refreshments and live music at the Winery.

The 200-acre Western Massachusetts location hosts a variety of events year round. They produce “residue-free” apples and their store offers a diverse collection of wines, cider, cider donuts, baked goods, preserves, and more.

The Atlas team enjoying an early summer afternoon at Hilltop Orchards (Richmond, MA).

Rick Morales and Sara Casale Join the Financial Planning Team

Atlas’ Financial Planning Analysts, Rick Morales and Sara Casale, conduct research, make projections, and provide insight and support for Atlas’ financial planning, investment, and operations teams. Both of their work histories include terms at Ayco, a Goldman Sachs Company.

Rick is a Siena College graduate and has an MBA from the College of Saint Rose. Sara graduated from the State University of New York at Geneseo. They are both currently working toward their CERTIFIED FINANCIAL PLANNERTM certifications.

Jewish Community Chorus Annual Concert

On Sunday, June 2nd, Atlas was proud to support Ne’imah, the Jewish Community Chorus. Their 27th annual concert, “Journey to Freedom,” took place at the Massry Center for the Arts (The College of Saint Rose). Joined by Kim and Reggie Harris, renowned folk singers and storytellers, and Rabbi Jonathan Kligler, a masterful folk guitarist and singer, the chorus shared “stories of freedom through song and through history.” For more information, visit

Pine Cobble School

Atlas has a longstanding friendship with Pine Cobble School in Williamstown, Massachusetts. This year, we were happy to sponsor Pine Cobble’s 2018-2019 yearbook.

Pine Cobble’s 20-acre Berkshire Mountain campus accommodates Pre-K to 9th grade students. They enjoy an education that promotes the values of hard work, self-worth, respect, and community involvement. Their motto, Nosce Te Ipsum or “Know Thyself,” is at the heart of everything they do. To learn more, please visit

Upcoming Events

Year-End Tax Planning Webinar

On December 3, 2019, at 2:00 PM ET, join Brendan Walsh, Director of Tax Planning, for an overview of year-end tax planning strategies. The Tax Cuts and Jobs Act has created uncertainty amidst a host of law changes. Brendan will be reviewing concepts to help you maximize the new laws and understand the effects of these changes.

Workshop Coming Soon: Mapping Out Your Financial Future

Atlas will be hosting a complimentary in-office seminar coupled with 30 minutes of free one-on-one counseling for young adults starting out in their careers.  The information and resources provided to them will help as they travel their paths to financial freedom. The seminar will cover topics such as budgeting, paying down debt (e.g., credit cards, student loans), selecting employer benefits, and setting retirement goals. If you have a child or grandchild who would be interested in participating in this program, please contact your Wealth Management Advisor.

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