Atlas PWM

Atlas Private Wealth Management is a financial planning and registered investment advisory firm with locations in New York and Massachusetts. We serve clients nationally, providing fee-only financial planning and investment management services. We believe a successful, long-term professional relationship is built upon:

  • Mutual trust
  • Effective  communication
  • Shared commitment to the financial planning process

Our loyalty and allegiance is to our clients.  Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients’ interests first.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

3 Atrium Dr Ste 265 Albany, NY 12205-6400 Phone: (800) 432-7447

Primary Office

3 Atrium Dr Ste 265 Albany, NY 12205-6400 Phone: (800) 432-7447