Wealth Management

Affluence comes with its own set of needs and challenges. Atlas Financial Advisory Group provides attentive service to help high-net-worth individuals develop effective wealth and investment management strategies.

We work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.

Atlas Financial Advisory Group provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their family and heirs in the most tax-efficient manner.

For more than two decades, the wealth managers at Atlas Financial Advisory Group have helped affluent families in the Southwest Florida area grow and preserve their wealth with services that include:

· IRA Legacy Planning

· Long-Term Care Policies

· Asset Preservation Strategies

· Estate Planning

· Tax-Saving Strategies

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