YAHOO! FINANCE-NOVEMBER 15,2022
 Atlas Wealth Strategies Sponsors Sustainability Summit in Hopkinton, MA.  November's Art of the Conversation     evening features experts on responsible investing, gardening, infrastructure and legislation.

In this news release, Atlas Wealth Strategies announced that it is partnering with the Hopkinton Center for the Arts to sponsor an event focused on how individuals can make an impact in their everyday lives.

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 FOR IMMEDIATE RELEASE:
John Galego earns CSRIC®, a Chartered SRI Counselor designation to pursue socially 
responsible investing strategies. 
Hopkinton, MA, July 2022 

John Galego has earned the CSRIC ®, a Chartered SRI Counselor designation to pursue socially responsible investing strategies. Earning a CSRIC ® designation gives John background knowledge and situational awareness to help clients invest in sustainable, responsible, and impact investments (SRI). Sustainable, responsible, and impact investments are investments that consider the environment as well as corporate procedures and governance to not only generate a return for a client but also to make a positive societal impact.

Individuals who hold the CSRIC® designation possess a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forego some market opportunities and the universe of investments available will be smaller.


FOR IMMEDIATE RELEASE:
John Galego receives the Women's Choice Award® for providing exemplary financial services to women
Hopkinton, MA, January 2022

WomenCertified Inc., home of the Women's Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor's peers and/or superiors. As such, it is an honor to announce that John Galego has earned the Women's Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.

The Women's Choice Award is the only recognition program, identifying well-qualified advisors and firms who understand and appreciate the importance of women's financial power in today's economy by providing the necessary services and experiences to assist her through the life stages. Achieving this award reaffirms the commitment John Galego has to extraordinary service in addressing the financial needs of women and their families.

"It has been a privilege to partner with so many exceptional women over the past 20 years. Through shared trust and collaboration, we help our clients gain greater control and confidence over their financial lives and build lasting relationships in the process."


WomenCertified, originator of the Women's Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women's Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service, and cutting their time in half when searching for the right financial advisor to cater to their financial needs. The award allows this elite group of advisors to showcase their commitment to the women's market, while giving potential clients a starting point for entrusting their finances to an advisor.

Women influence an enormous amount of wealth around the globe. Recent studies indicate the following in regard to women and their finances:

  • Globally, women hold 30% of all wealth controlled by individuals or families*
  • 72% of Millennial women state they are the primary decision maker when it comes to financial planning*
  • Women contribute $7.6 trillion to the U.S. gross domestic product annually**
  • Women entrepreneurs own more than 9.9 million businesses in the U.S. with 8.4 million employees**
  • 78% of Millennial women say they have had more opportunities to generate wealth than people in prior generations**
  • By 2030, American women are expected to control much of the $30 trillion in baby boomer assets as they outlive their male partners***

As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

ABOUT ATLAS WEALTH STRATEGIES

John Galego has dedicated himself as a financial advocate on behalf of his clients since 2002. He founded Atlas Wealth Strategies, an independent financial services firm, to help empower clients to make educated decisions about their futures. He has particular experience working with women on financial planning and investing, and frequently writes and speaks on financial topics for women.

Securities offered through LPL Financial member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Atlas Wealth Strategies are separate entities from LPL Financial.

To learn more visit:http://www.theatlasapproach.comor contact John: jgalego@theatlasapproach.com

ABOUT WOMEN'S CHOICE AWARD

The Women's Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women's Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women's Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women's Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com

* RBC Wealth Management "The new face of wealth and legacy: How women are redefining wealth, giving, and legacy planning" 2018
** City National Bank, "Boosting Women's Financial Confidence," March 2021
*** McKinsey & Company, "Women as the next wave of growth in US wealth management," July 2020

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FOR IMMEDIATE RELEASE:
John Galego Receives Five Star Award For Seventh Consecutive Year
Hopkinton, MA January 2022

As seen in Boston Magazine, Five Star Professional has recognized John Galego with the 2022 Five Star Wealth Manager award.

"We are pleased to announce that John Galego has won the 2022 Five Star Wealth Manager award! By earning this honor, John has demonstrated a commitment to clients.

Please offer John your congratulations. Five Star Professional has recognized in the pages of Boston magazine an outstanding group of Boston-area wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria. Congratulations once again to John Galego and to all of our 2022 Five Star Wealth Managers! -- Jonathan Wesser | VP, Operations
Five Star Professional


The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience, and a thorough regulatory history review. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on ten objective criteria:

  1. Credentialed as a registered investment adviser or a registered investment adviser representative;
  2. Active as a credentialed professional in the financial services industry for a minimum of 5 years;
  3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*);
  4. Fulfilled their firm review based on internal standards;
  5. Accepting new clients;
  6. One-year client retention rate;
  7. Five-year client retention rate;
  8. Non-institutional discretionary and/or non-discretionary client assets administered;
  9. The number of client households served;
  10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. The award methodology does not evaluate the quality of services provided. And is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have:

  • been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine,
  • had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process,
  • individually contributed to a financial settlement of a customer complaint filed with a regulator,
  • filed for bankruptcy, or
  • been convicted of a felony.

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