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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A Primer on Dividends
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Safeguard Your Digital Estate
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
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