Founded in 2009, Atlas Private Wealth Management, LLC is an independent advisory firm dedicated to providing personalized financial guidance. As a fee-only firm, they operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass a holistic approach to wealth management, including investment management, retirement planning, estate planning, risk management, and tax strategies, primarily for individuals, families, and institutions.

Founded in

United States