Webinar Available: Charitable Giving Strategies and Your Legacy

On Thursday, February 23, 2023, Christopher Aiello, Atlas’ Director of Trust and Estate Planning, reviewed some charitable giving strategies to illustrate how you can help organizations you are passionate about while also supporting your personal financial goals now and into the future. This presentation was offered in partnership with the Ronald McDonald House Charities of the Capital Region. You can view the presentation here.

Spring is in the air!

Stay in the know with The Atlas Digest

Can’t wait for our quarterly Atlas Advantage Newsletter? If you have signed up for emails from Atlas, you have probably already received a copy of The Atlas Digest offering more frequent market updates and fresh insights. If you believe you should be receiving email updates from us and you have not been, please reach out to your Atlas team and we will get that resolved.

Financial Counseling Program for Independent Schools

In February, our team members, Toby Potterton and Barnaby Bullard, participated in the NBOA Annual Conference to share information about Atlas’ Financial Counseling Program for Employees of Independent Schools. Atlas has a long history of providing this one-on-one counseling program to the faculty and staff of independent schools in the northeast.  In addition to involving more team members and enhancing the service we are hoping to expand our sphere of influence to other schools around the country. To learn more visit https://atlaspwm.com/financial_planning_independent_schools/

Atlas Team Member Updates

Please join us in welcoming our newest team members: Christian Signor, Christine Suozzi, and Jennifer Eobbi.

Christian joined the Atlas team as a Client Operations Analyst and works with the larger team to provide behind the scenes support related to systems and overall client operations. Prior to joining Atlas, he spent nearly 10 years working at an investment firm where he started as an intern before working in both their Operations and Compliance Departments. A lifelong resident of the Capital Region, Christian enjoys basketball, golf, and spending time with his goldendoodle Macaroni. Learn more about Christian here.

Our newest Associate Wealth Management Advisor, Christine Suozzi, joined the Atlas team with over 20 years of experience in the industry. Christine is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and strives to build long-term relationships with clients as she assists them to achieve their desired financial goals. Prior to joining Atlas, Christine worked for Capital Financial Services, LLC and Ayco, a Goldman Sachs Company. Christine joins the ranks of our Siena alumni. In her free time, she loves to run and is an avid hiker who has started the 46 High Peaks. Learn more about Christine here.

CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jennifer is the Office Operations Assistant at Atlas. In her role, she works collaboratively with the Office Operations Manager providing administrative support functions related to the activities and operations of the firm. Prior to joining Atlas, Jennifer worked for the Anesthesia Group of Albany, P.C. in Albany New York as an Administrative / Accounting Associate. In her free time, she loves crocheting and taking her dogs on walks. Learn more about Jennifer here.

Don’t forget to find Atlas wherever you are… Never miss a beat or upcoming event announcement and follow us wherever you are. You can keep up with Atlas news and events on Facebook, LinkedIn, Twitter, and Instagram. 

Reminders:

• Notary Services Available on a Complimentary Basis to All Atlas Clients! Did you know that we have notaries public on our team? Please reach out to our front desk or talk to your advisor to schedule an appointment if you need to have documents notarized.
• Spring Shredding: As tax season wraps us for most and spring-cleaning pangs start to kick in, we wanted to remind you that we offer secure shredding services as a year-round client benefit.  Get rid of those documents cluttering up your house and ensure that your confidential information is properly destroyed. Stop by during Albany office hours with your bags of documents and drop them into our confidential bins.
• DocuSign and Advice Pay:  DocuSign is available to allow clients the ability to conveniently sign most of our documents electronically. Don’t forget about Advice Pay; this convenient tool also offers you the ability to pay for financial planning and tax preparation services using a credit or debit card.
• Atlas Drop Box – We continue to maintain a secure drop box outside of our office entrance for clients that prefer an alternate way to deliver their documents.