New! Atlas is Now Able to Manage 401(k), 401(a), 457 and 403(b) Plans

While self-management and/or leveraging Lifestyle/Target Date funds in a retirement plan can offer a viable solution for some investors, Atlas is now able to manage the investments in employer-sponsored retirement plans for those who decide not to. Atlas can review and manage retirement accounts while also considering an investor’s total investment portfolio including tax-deferred and taxable accounts. Accounting for fund limitations in a retirement plan could also potentially be offset by changes in the investment portfolio within another account, where applicable. If you are interested in more information on how we can help you manage this important retirement asset, please reach out to your Atlas Wealth Management Advisor. Click image to learn more…

Atlas Team Member Updates

Please join us in welcoming our newest team members Rebecca DeJesus, Jade Quevedo, and Emma Soltis.

Rebecca is the Front Office Assistant and works collaboratively with the Office Operations Manager to help manage the front office. You will find Rebecca greeting clients over the phone and in person to assist with their needs. Prior to joining Atlas, Rebecca worked as a sales administrator where she created proposals, managed contracts, and offered administrative support to the Vice President of sales and the sales team. On her days off, if not spending time with family and friends, she is doing community service work with International WeLoveU Foundation. Learn more about Rebecca here.

Joining our Client Services Team, Jade is a Client Services Assistant. In this role she supports the Client Services Specialist Team in facilitating client requests and supporting the advisors. Prior to joining Atlas, she worked at a non-profit where she implemented virtual and in-person events that promoted cross-cultural experiences between international students in the greater New York City area and American peers. Learn more about Jade here.

Emma is a Client Services Assistant and in her role she works collaboratively with the Client Services Team to support the needs of our clients and associates. Prior to joining our team, she has been pursuing a degree in Sport Management at SUNY Brockport. Emma currently resides in Mariaville, NY with her two cats – Ambrosia and Pancetta. In her free time, she enjoys attending sporting events, concerts with friends, or a competitive pick-up game of volleyball. Learn more about Emma here.

Atlas Highlights – Fall 2023

Atlas Summer Series was out of the park!

This summer was chock full of activities from beginning to end. Throughout the summer you could find some team members throwing axes at Generation Axe Throwing, helping out at Ronald McDonald House Charities of the Capital Region, competing in trivia, and bowling at Apex Entertainment to name a few.

Safeguarding Against Fraud Seminar – Presented at the Albany Guardian Society

Founded in 1852, Albany Guardian Society, located in Albany, New York, is one of the region’s oldest charitable foundations. The mission of Albany Guardian Society is to improve the lives of older adults in the Capital Region, their families and their caregivers, through information, education, research, and collaboration. Albany Guardian Society offers over 150 classes on age related topics throughout the year.

Representing Atlas, Lissa McNaughton, was onsite at Albany Guardian Society in September delivering a hybrid presentation to attendees in person and on Zoom. Aligning with Albany Guardian Society’s mission, Lissa helped the audience become more aware of the scams and fraud victimizing people today. Consumers reported losing almost $8.8 billion to scams and fraud in 2022, up 30% over 2021’s losses, according to numbers from the Federal Trade Commission (FTC). The rising cost of these crimes is staggering, considering that in 2020 Americans lost only $3.5 billion to fraud, including identity theft. The FTC also reports that while a smaller percentage of older people report being victims of scams than younger people, they tend to lose far more money to these crimes. If you would like to learn more about the upcoming classes offered by AGS, you can find a complete list at Events – Albany Guardian Society

Atlas is proud to help our community by raising awareness of common scams and what you can do to prevent fraud and protect yourself. Would your organization or community be interested in having Atlas present? Just reach out to us at 518-482-5777

Reminders:

  • Office Hours: Standard operating hours: Monday through Friday 8 – 4:30 PM ET.
  • Stay Current on Atlas announcements, news and events and consider following us on Facebook, LinkedIn, Twitter, and Instagram.
  • Read our Weekly Financial Market Commentary: Stay in the know with The Atlas Digest. If you are not receiving this weekly email now, please reach out to clientsupport@atlaspwm.com or to your advisor to ensure you are added to our distribution list.
  • Additional Complimentary Client Resources Available
    • Notary Services for your convenience.
    • Secure Shredding to properly destroy your private information.
    • DocuSign services can save you a trip to the office and paper offering the ability to sign most of your documents electronically.
    • AdvicePay allows payment via credit or debit card for financial planning and tax preparation services.
    • Drop Box outside our office allows for a convenient and secure after hours drop off of your documents.

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