Our approach to investment management always begins by developing a deep understanding of a client's financial goals and risk tolerance. Once this is established, we leverage our understanding of U.S. and global capital markets to create truly customized portfolio recommendations.”
Senior Vice President
Chief Investment Officer
Is the process of seeking the highest potential return for an acceptable level of risk. Can you sleep at night after a 10% or 20% market loss? Our entire process starts with determining your tolerance for risk and your financial objectives.
Employers can have different stock award plans. The Financial Planning Team at Atlas can conduct an analysis to determine an effective strategy for your company stock options, restricted stock units, and stock incentive plans. We can evaluate the tax implications of your stock awards and strategize about how to obtain the most beneficial financial outcome for you over time.
A primary mission at Atlas is to determine appropriate investment options in which to put your hard-earned dollars. Don’t “go it alone” when it comes to your financial future – partner with an investment advisor who can bring years of expertise to your portfolio.
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We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.
Recent legislation has significantly changed the landscape of retirement planning. This presentation will review potential impacts and benefits to consider from these new provisions.
The Tax Cuts and Jobs Act has created a host of opportunities for tax savings. This presentation will review concepts to help you maximize the opportunities under the current tax laws.
This presentation will give you an overview of year-end tax planning considerations and address questions you may have regarding new tax laws.
Register now for our webinar and learn how to finance a child’s college experience in an efficient manner that won’t jeopardize your retirement.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
Join Brendan Walsh as he shares strategies to help minimize your 2017 tax liability.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.