Atlas Wealth Management

At Atlas Wealth Partners, we believe that your true wealth is your time and your freedom. Our mission is to help you create a personalized financial plan that aligns with your goals and values, so you can focus on what matters most to you. Our team of experienced financial planners and advisors is dedicated to providing you with a comprehensive range of services that cater to your unique needs and objectives.

Our Services

Our services are designed to help you achieve financial freedom and security. We offer a range of services, including financial planning, investment planning, estate planning, retirement planning, and specialty services such as women in transition, tax planning, and education planning. Our goal is to provide you with a personalized financial plan that addresses your specific needs and objectives.

Financial Planning

We use a consultative approach to create a financial plan that aims to meet your objectives. Whether it's owning your own home, funding your children's education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. Our financial planners will work closely with you to understand your financial situation, identify areas for improvement, and develop a customized plan that aligns with your goals and values.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals. Our investment planning services are designed to help you make informed investment decisions that align with your risk tolerance, investment objectives, and time horizon.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most. Our estate planning services include wills, trusts, powers of attorney, and advanced healthcare directives.

Retirement Planning

Retirement planning shouldn't start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working. Our retirement planning services include retirement account management, income planning, and tax planning.