Broker Check

Frequently Asked Questions

Question: Who is Atlas Wealth Strategies?

Answer: Atlas Wealth Strategies is an independent financial services firm delivering trusted advice to women who want to build a comprehensive plan for their financial success. We take a personalized approach, spending time to learn about our clients’ individual concerns. We empower our clients through education, guidance, and connection to our network.  

Question: How long has Atlas Wealth Strategies been in business?

Answer: John Galego has been a registered financial advisor since 2002. Atlas Wealth Strategies was created in 2007.  

Question: Does Atlas Wealth Strategies have an account minimum?

Answer: No. We do not believe in minimums. We do believe in helping good people solve for financial planning challenges.  

Question: Who is Atlas Wealth Strategies’ ideal client?

Answer: We really like to work with good people! We deliver trusted advice to women who want to build a comprehensive plan for their financial success. We take a personalized approach, spending time to learn about our clients’ individual concerns. We empower our clients through education, guidance, and connection to our network.  

Question: What is the Clarity Advantage Process? 

Answer: This is a client-inspired five-step process designed to educate, empower and guide our clients. This is a methodical, step-by-step process to guide our clients through the financial planning process. The steps include Discovery, Report, Implementation, Solutions, and Monitoring.  

Question: What does it mean to be “Independent”?

Answer: Atlas is an independent financial services firm which allows us to offer objective advice to our clients. We are not beholden to any agenda set by a financial services firm, mutual fund company, bank, brokerage firm or insurance company.  

Question: What is the “Atlas Community”?

Answer: This is an active community made up of our clients, friends, advocates, professional partners and thought leaders. We promote and encourage a high level of interaction amongst our community for support, perspective, advice and fun.