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Who We Are

"Experience is not what happens to you. It is what you do with what happens to you."

-- Aldous Huxley


We are all shaped by experience, and my interest in financial planning was influenced by my parents -- in different ways -- when I was young.

My father was an Attorney and I grew up watching him help people plan and deal with life events.  Unfortunately, one of those life events came too soon in our own family with his early passing.  This left my mother fully in control of her financial life.  During this time, I witnessed first-hand the value of advice and planning, and learned that everyone in a relationship must be fully educated and empowered to handle their financial future.

This became the basis for the Atlas model: Education, Knowledge and Empowerment

At Atlas we believe that Financial Planning is essential for everyone, and especially women. Although many of us oversee finances while managing the care and well-being of family members, more often than not, women will take-on these many roles.  Sometimes by choice, sometimes by circumstance. 

We know that women tend to live longer and be the primary caretaker of children, spouses, and parents.  In addition, women tend to earn less over the course of their careers (think of the gender wage gap, leaving the workforce to have and raise children, and/or take care of elderly parents).  This not only impacts income, savings, and investment, but also social security benefits.   At the end of the day, women may find that they have used all or much of the family resources for others, and have very little left for themselves.  This is why women must be engaged in the planning process, so that they are financially prepared for the future.

To help our clients fully appreciate their current and future circumstances, we create customized plans based on their goals, needs, wants and wishes.  We also help uncover potential issues they may not have thought of and provide possible solutions. 

We welcome the opportunity to work with you.  Contact us today for a Complimentary Consultation or Second Opinion.



As Seen In


The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices and is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment John has to extraordinary service in addressing the financial needs of women and their families. 

The Women’s Choice Award Financial 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 basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. 

Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S.  As of July 2017, of the 807 considered for the Women’s Choice Award, 139 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit:

John's Page For The Women's Choice Award


In conjunction with Boston magazine, Five Star Professional has recognized John Galego with the 2018 Five Star Wealth Manager award. Check out John’s Five Star Professional listing Click Here or The Image Below   


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.

For more information, please visit John's Page For Five Star Wealth Manager Award