As we welcome this New Year, a time for celebrations, new beginnings, and refocusing, we acknowledge that unlike years past… all of the aforementioned might look, feel, and be approached differently. However, much like each new year, we (in the Northeast) are met with snow on the ground, the opportunity for fresh perspectives, and new goals.
This holiday season while busy as usual, has also proven challenging to all. We hope that you found new ways to connect with family and friends near and far, or that you took that time to create new traditions. Each new year brings an opportunity to speak with your Atlas Wealth Management Advisor. Please reach out regarding any unique planning needs, or other services that could support the pursuit of your financial goals.
At Atlas, we, like other businesses, have been challenged to redefine how we operate with respect to health and safety concerns over the past year. As I write this, I am reflecting upon an ever-evolving effort to provide the financial services, and education needed to support our clients. Much like previous years, our communication continues to evolve. In addition to offering virtual meetings, we are now providing more insights from our team delivered to your inbox. We have also developed more live webinars and now podcasts.
With decades of combined experience, we endeavor to provide the same trusted voice and to support your ongoing financial planning, investment management, and tax planning needs.
My best wishes to you for a prosperous new year!
Gregory R. Britton
President & CEO
Reminder: Have there been any changes in your financial situation or investment objectives? Are there any investment restrictions on your investment accounts that you wish to impose or revise? Contact your Atlas Wealth Management Advisor should you want to discuss and/or implement any changes.
Time to Stay Focused
John C. Ogle
Perhaps never before have we faced such tumult in such an already uncertain time.
Atlas Private Wealth Management is a fee-only investment advisory firm that provides Financial Planning, Investment Management, and Tax Planning services to individuals, families, businesses, and nonprofit organizations.
Atlas Private Wealth Management, LLC (“Atlas”) is an SEC-registered investment advisory firm 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.
Information is provided for general information and educational purposes only. The information presented here is not specific to any individual’s personal circumstances and, as such, may not be suitable for all individuals. It should not be construed as an offer, recommendation or solicitation for any product or strategy, or as legal, tax, accounting or investment advice. Please consult your attorney or other advisor regarding your specific legal, tax, accounting or investment situation.
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.
