About the Atlas Team
Welcome to the Atlas Team, where our commitment to serving our client is paramount. We offer our clients independent, merit-based recommendations—because we're consultants, not salespeople. Our planning process is comprehensive. We also prioritize investing with a focus on risk reduction for our clients, helping them achieve their lifetime goals while developing lifelong relationships. Our priority is S.M.A.R.T.E.R. Financial solutions: Scientifically | Managed | Assets | Requiring | Trust | Education | Responsibility™. With decades spent studying and applying financial science to the needs of our clients, you'll experience why our personal touch matters. Reach out today!
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.