ADV Part II Brochure
Your Future
Atlas offers a combination of the following advisory services to individuals, pensions, and profit sharing plans.
- Investment management services
- Financial Planning
Before engaging the services of Atlas Wealth Management Group, Atlas will identify a client's financial background, prior investment experience, investment objectives, goals and restrictions, and risk tolerances, among other things. This information is used in determining which planning recommendations are appropriate for the client and/or which investment recommendations are suitable for the client. Atlas will update this information on a periodic basis. We also advise all clients to notify us immediately if there is any change to their financial situation or investment objectives.