Atlas Private Wealth Management is a financial planning and registered investment advisory firm based in New York. We serve clients nationally, providing fee-only financial planning, tax preparation, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first.

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Bachelor of Arts in Economics - Economics

ADV Part 2A Brochure: https://atlaspwm.com/adv-part-2a-brochure/
Form CRS: https://atlaspwm.com/adv-part-3-form-crs/
Privacy Notice: https://atlaspwm.com/privacy-notice/
Atlas WiserAdvisor Disclosure: WiserAdvisor's program seeks to connect persons who have expressed an interest in finding an investment adviser with investment advisory firms such as Atlas Private Wealth Management, LLC (Atlas). Atlas is not affiliated with WiserAdvisor. As a participating adviser in the WiserAdvisor program, Atlas has agreed to pay WiserAdvisor a flat fee of $250 per lead for prospective clients with investable assets of more than $3 million. The fee is payable regardless of whether the prospect becomes an Atlas advisory client. Atlas does not increase the fees of advisory clients matched through the WiserAdvisor program to cover the lead fee.

Atlas Private Wealth Management, LLC (Atlas) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS AND INVESTMENT STRATEGIES INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus and any other applicable documents provided, including investment objectives, risks, charges, and expenses. Additional information regarding Atlas qualifications, business practices and conflicts is set forth in Atlas ADV brochure and Form CRS, which are available upon request. Please visit our website www.atlaspwm.com/disclosures for these and other important disclosures.