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 firstname.lastname@example.org. We look forward to forming a lasting partnership with you.
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Ascertaining the value of your business is important for a variety of reasons.
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Understanding how a stock works is key to understanding your investments.
For many, retirement includes contributing their time and talents to an organization in need.
This worksheet can help you estimate the costs of a four-year college program.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
Smart investors take the time to separate emotion from fact.