Atlas Private Wealth Management

At Atlas Private Wealth Management, we are dedicated to providing sophisticated financial solutions tailored to our clients' unique needs. We believe that successful, long-term professional relationships are built on mutual trust, effective communication, and a shared commitment to the financial planning process. Our comprehensive, personalized approach is designed to enhance the quality of life for each of our valued clients.

Our Services

_Financial Planning_

Our financial planning services help clients navigate every stage of their financial life. We specialize in addressing the distinct concerns of individuals and families in the following phases:

• Getting Started: This stage focuses on the financial needs and challenges faced by young couples and individuals seeking to build a solid foundation for their financial future. We help clients establish short-term and long-term financial goals, manage debt, and make informed decisions regarding student loans and initial investments.

• Building Wealth: At this stage, clients are actively growing their wealth and may be entering their prime earning years. We strive to create elegant solutions that address complex goals such as paying for college, managing debt, building a retirement nest egg, and addressing home needs.

• Retiring Soon: As clients approach retirement, we aim to help them create a clear vision of the retirement lifestyle they desire. By taking into account taxes, social security benefits, and healthcare costs, we help ensure clients' dreams become reality.

• Living in Retirement: Once retired, clients need to ensure their financial plans adapt to their evolving situation. Our team helps review and adjust estate plans, considering legacy planning and other factors key to maintaining a comfortable and secure retirement.

_Investment Management_

Atlas Private Wealth Management provides customized investment management solutions for a variety of clients. Our team understands that each investor has a unique risk profile, time horizon, and financial objectives. As a result, we carefully construct and manage investment portfolios designed to optimize returns in alignment with each clients' risk tolerance.

_Tax Planning_

We work closely with clients and tax professionals to create proactive, strategic tax planning strategies. Our goal is to minimize clients' tax burdens and maximize their wealth accumulation potential, ensuring they maintain financial efficiency across their entire financial lives.

_Retirement Plan Services_

Our team assists businesses and organizations in creating and maintaining tax-efficient retirement plans for their employees. From selecting the right plan type to implementing tailored investment strategies, we provide comprehensive support and guidance for a successful program.

Our Team

Our team of experienced professionals is committed to providing exceptional results for our clients.

• Toby Potterton, CRPC, Managing Director and President of Advisory Services
• Barnaby Bullard, CFP, Senior Vice President and Wealth Management Advisor
• Gregory Britton, CRPC, ChFC, CLU, CASL, Chief Executive Officer

Each member of our team shares a passion for delivering elevated client experiences as well as staying informed on the latest industry trends and best practices.