Atlas Private Client

Atlas Private Client by ATFS Advisers LLC offers premier, modern wealth management services to deliver personalized, human-focused financial advice. We believe in a holistic approach to wealth management, integrating various financial aspects to ensure all pieces work together smoothly. Our investment management services build and preserve wealth over time with a disciplined, research-based approach, focusing on diversification, risk management, tax savings, and cost efficiency. We offer expert help in creating and managing trusts and comprehensive estate planning to protect assets, minimize estate taxes, and ensure smooth wealth transfer.

Our fee-only financial planning means advisors are paid solely by client fees, not commissions or product sales. This ensures recommendations are always in clients' best interests. Our services cover investment management, tax savings, trust and estate planning, budgeting, cash flow management, retirement planning, and risk management. We create customized financial plans based on clients' situations, goals, and risk tolerance. We understand every client is unique. Our personalized approach ensures specific needs and goals are addressed, building trust and mutual respect. Our advisors provide support and guidance through regular meetings, calls, or our advanced digital platform.

Atlas Private Client uses advanced technology for an enhanced client experience. Our digital platform offers around the clock access to financial information, progress tracking, and easy advisor communication, keeping clients informed and in control. As a registered investment adviser, we uphold the highest standards of fiduciary duty and security, prioritizing asset and personal information protection with strong security measures and strict regulatory compliance.