Atlas Wealth Management offers strategies tailored to clients' needs and goals, focusing on personal finance areas such as investments, retirement, and insurance.

Atlas Wealth Management

Atlas Wealth Management | 204 followers on LinkedIn. o TRULY work as a fiduciary for the local families and businesses I serve. By adhering to four simple principals, individuals can move through life knowing the correct plan is in place to meet their goals. Those principals are to Analyze, Recommend, Implement, and Review.

Customer Care and Executive Assistant

SUSANNA MURPHY

Founder - Wealth Advisor at Atlas Wealth Management

Steven Swanson, CFP®

A Representative at Atlas Group and Wealth Management, United States

Shelley Bouchard

WOW, 8 YEARS!!! We would like to take this opportunity to say THANK YOU! Eight years ago Atlas Wealth Management was formed and it’s because of you that we have had such strong success. A special Thank You to all of our families, friends and clients who have been there with us every step of the way. We are honored by the trust and support you’ve shown in us and will never stop working to earn it. Here's to many more years!! With respect and admiration, Steve, Chrissy & Alyssa

We would like to wish everyone a Safe & Happy Labor Day weekend! Enjoy this beautiful weather with your families and friends. ️ Steve, Chrissy & Alyssa

We would like to wish everyone a Happy Father's Day! Enjoy the day with the ones you love! Sincerely, Steve, Chrissy & Alyssa

This Memorial Day the Atlas team would like to salute those men and women who courageously gave their lives, and those who bravely fight today protecting this wonderful country, Thank You!!! Have a wonderful and safe Memorial Day with your loved ones! ️ ️ ️

Join us in welcoming Alyssa Robles to the Atlas Team!!! Alyssa joined our team a couple weeks ago and we feel confident she will be a wonderful addition to Atlas. She will be working alongside Chrissy and myself each day helping us provide exceptional customer service and maintain the strong relationships we have with our clients. Alyssa brings with her many years of strong relationship building and customer service experience and we are so excited to have her on our team!! Steve & Chrissy

Congratulations to Steven Swanson, CFP® for qualifying for LPL’s Masters Club for the fifth year in a row! The Masters Club level is awarded to less than 7% of LPL’s 22,000 advisors nationwide. Steve's success is the direct result of the hard work he puts in everyday to make a meaningful impact in the lives of our clients. His leadership in this industry and unwavering commitment to our clients is inspirational. Again, CONGRATULATIONS on your extraordinary accomplishment!!

We are hiring!!! https://lnkd.in/g_6J9jFa

During this Holiday Season, our thoughts turn gratefully to those who have made our progress possible. May your homes be filled with Joy, your hearts with Love and your lives with Laughter. Thank You and Best Wishes for a Happy Holiday and a Prosperous New Year!! Sincerely, The Atlas Wealth Management Team

We want to wish all of our clients, friends and family a blessed Thanksgiving! We are so thankful, and appreciate each and every one of you. Happy Thanksgiving from the Atlas Team 🦃

ATLA

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Atlas Wealth Management

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