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 Part2A: https://atlaspwm.com/wp-content/uploads/2017/01/Atlas-Private-Wealth-Management-Form-ADV-Part-2A-Brochure-December-10-2020-Secured.pdf
Form CRS: https://atlaspwm.com/wp-content/uploads/2020/06/Atlas-Form-CRS-2020.pdf
PrivacyNotice: https://atlaspwm.com/wp-content/uploads/2017/01/Privacy-Form-2020-FINAL-1.pdf
AtlasWiseradvisor Disclosure: https://atlaspwm.com/wiseradvisor-atlas-disclosure/
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.