85 Main Street
We provide Education, Empowerment and Independence.
Atlas Wealth Strategies believes that financial planning is a necessity in everyone’s life. Going much deeper than just product recommendations, the planning process offers a true holistic view and understanding of all facets of your financial life. You can see and understand how all facets of your plan: from a budget, to investments, to an estate plan, work together and toward your goals. This coordination of the parts of your plan may help the outcome.
Our plans generally cover the following areas:
When you work with us, you become a member of the Atlas Community. This is an active community made up of our clients, friends, advocates, professional partners and thought leaders.
Investing involves risk, including possible loss of principal.
Atlas Wealth Strategies believe that there is not a one size fits all solution to financial planning or how a client prefers to pay for our services. We like to be upfront and transparent about how we are compensated and provide our clients a choice. We can be compensated in one of four ways: