Atlas Wealth Management Group
At The Atlas Group, we do not rest on our strengths. Instead, we work as hard as our clients – to put their interests above all else and to provide an uncommon level of personalized wealth management, beyond what many expect.
Having worked together for decades and with many clients just as long, we have harnessed the power of those relationships to provide them with enduring, real-world value. In fact, we have become the “first call” for many clients when matters of health, wealth and family are primary concerns.
As one of the largest Merrill teams in the Midwest, our size reflects the scope of services we provide to generations of families across the country. Our diverse professional backgrounds afford us a perspective that extends well beyond investments. We offer integrated, goals-based strategies that embrace retirement planning, wealth transfer, philanthropy, and liability management. We also connect clients with our firm’s outstanding banking and trust specialists, as well as resources throughout their communities.
On a personal note, we find it fulfilling to bring comfort and confidence to clients. Through comprehensive planning that continues over time, we stay in touch and on top of each client’s situation and ambitions. Doing so allows us to help clients see around corners at likely and unlikely circumstances for which our strategies help them prepare.
It is our privilege to serve clients we admire for their achievements and values. As advisors and sounding boards, we welcome the opportunity to simplify their financial lives – so they can focus on what most excites them – perhaps, the business they founded, the career in front of them, or the family that makes life worthwhile. Or maybe it is a cause that is close to their heart.
At The Atlas Group, we believe the value of an advisory team is best measured by the goals that clients achieve. Balancing meaning and metrics with our strong competencies and heartfelt care, we share a desire to deliver a wealth management experience beyond what clients expect, but certainly deserve.
It is our practice to:
• See each client as an individual – with important pursuits, purposes and people in their lives.
• Help clients plan and prepare for financial transitions, as well as likely and unlikely circumstances.
• Ask questions that lead to thoughtful discussions and strategies, such as:
"What's on your mind?"
"What's your definition of financial success?"
"What financial or life lessons do you want to make sure your family knows?"
"For whom are you responsible – a spouse, elderly parent, adult child?
"What about your employees – are you looking out for them, if something were to happen to you?"
"What's on your bucket list?"
"What drives you?"
"Why have you come to us?"
• Listen carefully to clients individually, in family meetings, at curated client gatherings, and in focus groups with outside moderators. On these occasions, we want to understand what we are doing well and where we can improve.
• Show clients how intergenerational wealth strategies can help lead to desired lifestyles and legacies.
• Assist business owners and executives with the design and management of their executive compensation plans and corporate retirement plans. Our commitment extends to their employees through our team's financial wellness and employee education resources.
• Demonstrate that "going the extra mile is never going out of our way." We have accompanied clients to local Social Security offices and on tours of assisted living facilities. We have sat with clients in hospital rooms and at funerals. On a regular basis, we host meetings in our office with clients, their CPAs and attorneys to align tax-minimization and estate planning strategies.
CAP®, CEPA®, CFP®, CPFA™, CRPC™
CFP®, CIMA®, CPWA®, RMA®
CEPA®, CFP®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
