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Atlas Wealth Management

EST. AUM
$1,256,022,576

CONTACTS
14

CLIENT ACCOUNTS
3,633

Firm Details

Metro area Albany
CRD Number 145331
Website focuspartners.com
Client types

Overview

Atlas believes a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with clients. Their comprehensive, personalized approach is aimed at enhancing the quality of life for each client. Clients enjoy the benefit of knowing that a team of experienced professionals is providing the guidance necessary to best utilize personal financial resources. This approach provides clients with the ability to spend their time and energy on the things that are most important to them. As of June 1, 2024, Atlas merged with The Colony Group, enhancing their capabilities to assist clients in achieving their financial goals.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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