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What We Do and How We Can Help

What We Do and How We Can Help

March 21, 2017

Running a business and building a legacy is no easy task, and business owners and professionals face many decisions and must juggle multiple tasks every day. With so many responsibilities, it can be hard for them to dedicate time to critical financial tasks, from minimizing tax exposure and maximizing return on investments to building and preserving their family’s hard-earned wealth.

This is where ATL Global Advisors comes into play. We founded our firm to help business owners, professionals, high net worth families, and expats with their myriad of financial questions, concerns, and goals. We aim to serve as a trusted advisor with whom they feel comfortable sharing their financial concerns, life journey, and big dreams. We strive to instill a sense of security and provide them a comprehensive plan that incorporates both their immediate and long-term goals and outlines how they can successfully transition from where they are today to where they seek to be in the future.

Why ATL Global Advisors

We combined our practices to create ATL Global Advisors so we could better serve all of our clients and expand our offering. Combined, we share a diverse wealth of knowledge and experience, which we believe benefits our clients.

The members of our team were each independent financial professionals with separate firms, but decided to join forces because we saw a need in our community that wasn’t being met by the average wealth management firm. The people we serve have many needs and goals, and they deserve sophisticated and tailored strategies designed to help them reach those objectives. We offer private family office-level services with a personal approach. Based in Atlanta, we proudly serve many of our fellow community members. We also work on a global scale and assist many expats.

Who We Serve

We serve a diverse range of clients, but many share a commonality: they have worked hard to accumulate their wealth and strive to make prudent choices with their money to ensure it lasts. Our clients include business owners, CPAs, engineers, expats, and high net worth families. Each of our clients has unique interests and needs, from implementing a 401(k) plan for their employees to understanding cross-border taxation and money management.

What We Offer

We offer a truly unique experience that sets us apart from other wealth management firms. As our team includes professionals experienced in investment management, retirement plan consulting, and financial planning, our interdisciplinary approach adds a broader perspective to all that we do and allows us to offer a comprehensive suite of services under a single roof.

Furthermore, our customized solutions are frequently “outside the circle” of conventional solution sets. Too often, firms don’t offer a full spectrum of services that cover the many unique financial needs business owners, professionals, and expats have. From planning for your business to investing for your family, we address the entire landscape of your needs today, tomorrow, and down the road.

Through our comprehensive services, the greatest thing we aim to provide is an improvement and an enhancement to the quality of your life. By providing customized strategies, ongoing education, and strategic advice, our objective is to empower our clients to make informed decisions, feel more at ease, and reduce the worry factor in their lives.

Why Clients Choose Us

We pride ourselves on getting the job done without our clients having to do the heavy lifting. We treat our firm as a private wealth office, addressing their entire financial landscape. We go a step beyond wealth management services and assist with other financial concerns they may have, whether it’s securing a mortgage loan, buying a car, or helping their children start a budget.

We believe our clients appreciate how much we listen and spend time with them to understand them on a personal level. Through our services, we hope we can reduce the amount of work our clients have to do so they can focus on their passions and living life the way they envision.

Getting Started

We believe everyone deserves an insightful approach to their financial concerns that is as unique as they are. Whether you are looking for a comprehensive suite of services or require assistance with one element of your business, we can help. To learn more about what we offer and how we can help your business, set up a complimentary consultation with us by calling 404-303-9994.

About Gary

Gary Lutrick, MBA, RFC is a financial advisor and partner at ATL Global Advisors, an independent financial services firm serving transportation and logistics employees in the greater Atlanta area. Along with nearly 30 years of industry experience, he holds a MBA in finance and the Registered Financial Consultant (RFC) certification. He focuses on helping his clients plan for retirement, manage risk, and define financial objectives that integrate their family values. Learn more by connecting with Gary on LinkedIn.