About Atlas Wealth Strategies
Who We Are
For over 13 years, Financial Planner John Galego has served as a financial advocate on behalf of his clients. Having a strong belief in the value of independence, in 2007 John founded Atlas Wealth Strategies, an independent financial planning firm located in Hopkinton, Massachusetts. The professionals at Atlas Wealth Strategies are affiliated with LPL Financial, the largest independent broker dealer in the United States.* This affiliation allows Atlas Wealth Strategies to offer independent, objective and conflict free financial advice. In 2012 Atlas Wealth Strategies joined Private Advisor Group, a professional supervisory and compliance organization, to ensure best in class service for our clients.
Who We Serve
Atlas Wealth Strategies specializes in working with people who are focused on developing a sound financial plan to empower them to navigate through life's transitions. These are common events with significant financial implications. Life transitions include:
- Divorce or separation
- Career transition
- Long term care
- Getting married
- Raising a family
- “Sudden Money” events such as: inheritance, selling a business or receiving a settlement.
All of these events bring with them great opportunity as well as uncertainly. Leveraging our years of experience, we help guide our clients through the challenges unique to each situation.
Our Approach – The Clarity Advantage
We believe that an investor's experience should be transparent. It should be forthright and upfront, based on honesty and integrity. It should instill clarity and empower the investor to act confidently.
That is why we developed The Clarity Advantage.
We provide clients clarity by promoting truth and transparency. We got to know our clients by listening, asking questions and understanding their own unique needs, goals and challenges. We take the time to educate our clients about planning techniques, fees, products and services. We create custom financial strategies to help clients work toward achieving those goals.
*As reported in Financial Planning magazine, June 1996-2014, based on total net revenue.