Tim Hamilton (CFP®, CIMA®)

Tim Hamilton focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Financial Planning is the process of managing your finances so you can pursue your goals and dreams while navigating the financial obstacles that invariably arise in every stage of life. As a process and not a one-time event, Atlas Private Wealth Management advisors offer a highly personalized approach to financial planning. We provide practical and effective strategies to address your financial concerns by striving to understand your needs and formulating a uniquely tailored plan focused on the pursuit of your needs. This involves an in-depth review of current circumstances and establishment of realistic goals.

Our Primary Service Offerings menu listed below is not exhaustive and all areas may not be applicable to your particular situation. We believe it is important to customize our services to your needs.

Atlas Private Wealth Management Services

  • Cash Flow Planning
  • Charitable Giving
  • Education Funding
  • Employee Benefit Planning
  • Insurance Review
  • Investment Management
  • Retirement Funding Strategies
  • Retirement Income Planning & Projections
  • Roth IRA Conversion Analysis
  • Social Security Optimization
  • Stock Option Planning
  • Tax Planning

As a fee-only financial planning firm, we receive no referral fees or commissions from any third parties. Being fee-only allows us to focus exclusively on our clients’ best interests by providing objective recommendations. Fees are determined by the complexity and scope of the plan.

Additional Information

Tim is a Senior Vice President and Wealth Management Advisor, and a member of the Atlas Private Wealth Management’s Investment Committee. Before joining Atlas in 2015, he worked for seven years at an investment management firm based in Western New York in operational, trading, planning, and client management roles.

Tim is a graduate of the University of Rochester where he obtained a Bachelor of Arts in economics. He also played football for the Yellowjackets. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst® professional who works with individuals and institutions to help them plan for their financial futures.

Tim is an active member of the financial community of Upstate New York. He currently sits on the Board of the Eastern New York Chapter of the Society of Financial Service Professionals (FSP) as the programming director and is an advocacy committee member for the Northeastern New York Chapter of the Financial Planning Association (FPA). Additionally, Tim engages in pro-bono financial planning activities through the FPA and community coalitions and helps low-income families build financial strategies.

Tim grew up in St. Paul, Minnesota, and lives with his wife in the city of Albany, New York. When he’s not working, you can usually find Tim helping out at the Albany Elks Lodge, where he is a trustee, or playing hockey in men’s leagues throughout the Capital Region.

NAPFA Start Date

June 01, 2018

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This Office

3 Atrium Dr Ste 265 Albany, NY 12205-6400