My Personal Atlas
My Personal Atlas will help you centralize your important information including key contacts, account information, and the location of your documents. Setting time aside now will not only help keep you organized today, it will also provide your family and friends with a guide to navigate your personal information and wishes… when you can’t.
I would like a digital copy!
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. Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.
This information is provided by Atlas for general informational purposes only, and is not intended to provide legal, tax, accounting or investment advice. Contact your attorney or other advisor regarding your specific legal, investment, accounting or tax situation.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS 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, including investment objectives, risks, charges, and expenses.
Additional information regarding Atlas’ qualifications, business practices and conflicts is set forth in Atlas’ ADV Part 2A brochure and ADV Part 3 / Form CRS.