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Atlas Client Service Model

At Atlas PWA, our client service is of the utmost importance, and at the heart of this is a client-focused communication model. We adapt our approach based solely on your preferences, with an emphasis on fostering a trusted relationship that encourages an open exchange of ideas and shared concerns. We also proactively reach out to you when presented with potential opportunities to help grow and preserve your wealth.

Because we utilize a comprehensive relationship, we employ a custom Seasonal Service Model® , which consists of several agendas called Goal Tracking, Asset Allocation, Mid-Year Review and Tax Planning.