Atlas Private Wealth Advisors
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.
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:
- Participating in a fee-based relationship, not a transactional-based one
- Working with a team that puts their best interests first, not the brokerage dealer or the advisor firm
- Receiving unbiased advice and tailored recommendations
- Building a long-term relationship based on trust, competence and understanding
- 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.