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Atlas Wealth Strategies

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website theatlasapproach.com
Client types

Overview

Atlas Wealth Strategies is an independent wealth advisory practice based in Hopkinton, Massachusetts, led by founder John Galego. The firm provides financial planning and investment management for individuals and families, with a client experience centered on education, transparency, and a disciplined process (“The Clarity Advantage”). Advisory services are delivered through Private Advisor Group’s SEC-registered RIA, while brokerage and select resources are available via LPL Financial. Offerings span retirement and college planning, sustainable investing, and ongoing portfolio oversight. The team emphasizes fiduciary care in advisory relationships and uses a holistic planning approach tailored to goals, risk tolerance, and tax considerations.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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