Welcome to Atlas Wealth Strategies
Have you recently been divorced or widowed and need a financial plan?
Welcome to Atlas Wealth Strategies
Do you want to take your financial plan to the next level?
Welcome to Atlas Wealth Strategies
Are you solely responsible for all the financial planning and decisions?
Widowed, Divorced, On Your Own
- You did not plan to be alone.
- You are alone and tasked with making all financial decisions.
- Maybe you've never done this before.
- As circumstances have changed, so have your needs.
Financial Independence for Professional Women
- You've worked really hard and created an amazing career.
- Your focus has been on your career - sometimes at the cost of taking care of yourself.
- You have not had the time to plan out your future.
Family "CFO" (Chief Family Officer)
- You are responsible for all of your family's financial decisions, large and small.
- You stay up nights hoping you're making the right decisions.
- Not just your husband and kids, but mom and dad too.
- You feel alone and could use some professional advice.
Generational Wealth Planning
- You want to pass your money to the next generation(s) in a responsble way.
- You want to share your wealth now, when your family may need it most, rather when you are gone.
- You want to pass along traditions and values as well as money.
Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Caregiving
We understand the emotional, physical and financial toll of caring for a
loved one.