Broker Check

Atlas Private Wealth Advisors

Atlas Private Wealth Advisors

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The Atlas PWA Difference

Our Independence, Your Advantage

We work for you, not our broker dealer. As an independent firm with LPL Financial, the nation’s largest independent broker*, we have the flexibility to offer you access to a wide range of nonproprietary products and services as we always keep our focus solely on your wealth management and financial goals.

Team Approach

Each of our team members specializes in a different area and works on the clients’ behalf in a concerted manner ensuring the quality of advice and level of service we are providing. We also assist clients in managing their affairs among multiple external advisors. Should a need arise where advice in a particular area requires expertise that Atlas PWA does not provide, such as an attorney or CPA, we will recommend a professional who can assist in this area and work with them to recommend strategies that address a client’s needs.

Who We Serve

We serve a wide range of clients from young families, pre-retirees, and retirees looking to maximize income and preserve a legacy for their family. Small businesses seeking to maximize the benefits to themselves and employees as well as owners eyeing a succession plan are also part of our client base.

Among these different groups, they have very similar needs as they seek the following:

  1. Participating in a fee-based relationship, not a transactional-based one
  2. Working with a team that puts their best interests first, not the brokerage dealer or the advisor firm
  3. Receiving unbiased advice and tailored recommendations
  4. Building a long-term relationship based on trust, competence and understanding
  5. Interfacing with a team that has a deep understanding of advanced institutional investment management and transparency

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.