Wealth Management
At ATL Global Advisors, we work with a select number of affluent individuals, families, and professionals. They’ve worked hard to attain their wealth, and they want to ensure it is protected for the future and that they can offer security to their family and future generations.
These clients seek a trustworthy team of professionals who keep their goals and objectives at the forefront of every recommendation made. They turn to us to provide personalized strategies that weave together their many needs and goals. Our comprehensive wealth management services provide just that. Here are some common questions we receive about the
What is Wealth Management?
Wealth Management is a combination of a variety of financial services into one comprehensive service that will address all aspects of a person's financial life. Some of the most common services included are tax planning, education planning, estate planning etc.
Do you want to build an estate? Save for retirement? Send a child to college? A proper wealth manager will ask you about your goals and will then develop an asset management plan to help you achieve them.
The goal of wealth management is to grow and preserve your hard-earned wealth over long term.
What services are included?
We provide comprehensive financial planning and investment management services with complex wealth management structure, including:
- Tax Planning
- Legacy Planning
- Education Planning
- Generational Planning
- Financing
- Investing
- Risk Management
- Retirement Planning
There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we can help. Through our comprehensive services, we can offer professional financial advice to help you choose and implement the strategies that make the most sense for you and your needs. On top of this, we can also serve as the central point of contact when coordinating communications and building relationships with other experts or advisors.
Executives
Executives often have many responsibilities and little time to focus on managing their financial life. We aim to give the advice and support necessary to make sure that your life goals are met.
Small Business Owners
Growing small businesses is a team effort. Because of this, we focus on protecting and making the most out of your business's assets.
Individuals & Families
We help those that worked hard to attain their wealth and want to ensure financial security for their family and future generations.
Specialize: UPS Employees
We are positioned to fill a glaring need for transparency, clarity, and accountability in managing the investments and complex retirement plans and benefits of UPS employees.