A GREAT FUTURE STARTS WITH A STRATEGIC PRESENT.
A financial plan allows you to see the big picture.
At Atlas PWA we meet you where you are and help you get to where you're going. As you set long and short-term life goals, we’ll make decisions easier and help you stay on track. To thrive in today’s complex world, you need a holistic approach.
Personalized Wealth Management
YOU ARE DIFFERENT, AND SO ARE WE.
Wealth management is complex, ever-changing, and deeply personal. To create a tailored plan, we need to know you and your unique goals.
Atlas 3D Client Service Experience
OUR SERVICE IS DRIVEN BY OPEN CLIENT COMMUNICATION.
Through scheduled meetings, we will map out a plan of action and make sure you stay on track. Throughout the year, we’ll reach out proactively when presented with potential opportunities to help preserve and grow your wealth. We understand the complexities of our clients schedules and can structure meetings in-person, by conference call or webinar to meet their busy needs.
OUR Atlas 3D Process
1
DISCOVER
In our first meeting, we'll introduce our team, services, and philosophies. Then, spend time understanding your current situation and financial goals. We’ll end by discussing some preliminary strategies tailored to you.
2
DESIGN
Over two to three meetings, we will analyze and develop your financial plan. Working together, we will provide custom strategies and recommendations for implementation.
3
DELIVER
Once your plan is set, we’ll continue monitoring your progress through pre- scheduled review meetings. This allows us to adjust your strategy for any risks and opportunities that may affect you in today’s unpredictable economy.
Our Digital Infrastructure
ATLAS FINTECH MAKES VIEWING YOUR FINANCIAL INFORMATION SIMPLE.
Our industry-leading Client Portal visualizes our client’s data, giving them a single access point to securely view their financial accounts, insurance coverage, and goals. Powerful data aggregation allows our clients to connect accounts from hundreds of financial institutions across the country to maximize efficiency and output. This technology gives our clients the information they need to make choices quickly and securely.
