Welcome to Atlas Wealth Strategies, a boutique financial services firm located in Hopkinton, Massachusetts. Atlas Wealth Strategies creates personalized wealth strategies for individuals and families throughout the greater Boston area and beyond. Atlas Wealth Strategies was founded by John Galego, a dedicated financial advocate and experienced financial planner. John Galego and his team at Atlas Wealth Strategies are dedicated to helping clients navigate and prosper throughout all of life's changes.
The only constant in life is change. Change can bring both opportunity as well as uncertainty. Whether you are going through a career transition, marriage, separation and divorce, retirement or widowhood, we can help empower you to take control of your financial future and guide you through your unique investment challenges, no matter how overwhelming your situation may seem.
Our professionals have years of experience in financial services. We can help you address today's needs and plan for many years to come. If you are going through a life transition and need help, please contact us at (508) 435-5990 or email us at email@example.com. We look forward to forming a lasting partnership with you.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This worksheet can help you estimate the costs of a four-year college program.
Understanding the economy's cycles can help put current business conditions in better perspective.
Calculating your potential Social Security benefit is a three-step process.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Smart investors take the time to separate emotion from fact.
There are things you can do to keep yourself safe when you lose your wallet.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.