Atlas Private Wealth Advisors

Atlas Private Wealth Advisors

Financial-Services

Matawan, NJ
Company Tagline

The best of the institutional approach to multi-generational wealth creation meets a family office atmosphere

Industry Category
Financial-Services
Company Description

Atlas Private Wealth Advisors is a leading financial services firm dedicated to providing exceptional wealth management and multi-generational planning. Located at 14 Cliffwood Ave, Suite 250, Matawan, NJ 07747, US, with an additional location at 6200 Canoga Ave, Suite 202, Woodland Hills, California 91367, US, Atlas Private Wealth Advisors is committed to helping clients achieve financial freedom, explore their potential, and secure their future. The firm blends an institutional approach with a personalized family office atmosphere to cater to the unique needs of each client.

With a focus on excellence, Atlas Private Wealth Advisors offers bespoke resources and planning tailored to specific goals and values. The firm specializes in wealth planning, legacy planning, tax management, and asset management, ensuring a comprehensive approach to financial success. Atlas Private Wealth Advisors is also known for its expertise in succession and continuity planning, as well as assisting advisors in practice growth and transitions.

Atlas Private Wealth Advisors promises unwavering support and full commitment to clients as they embark on their financial journey. Through meticulous planning and dedicated service, Atlas Private Wealth Advisors strives to guide clients toward lasting financial well-being. We invite the manager of Atlas Private Wealth Advisors to create a customized and exclusive company showcase and product listing on our platform to further highlight the firm’s capabilities.

Key Personnel / Employees
Joseph Zaccardi CFA Jim Henry Kylie Ortiz Sharon Midura

Compare Companies Side by Side

Compare Atlas Private Wealth Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
Atlas Private Wealth Advisors
Atlas Private Wealth Advi...
Main Company
Northern Trust
Northern Trust
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Capital Union Bank
Capital Union Bank
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Optima Asset Management, Inc.
Optima Asset Managem...
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Founded Year
1889 2013 1995
Company Size
10,001+ 51-200 2-10
City
Matawan, NJ Chicago, Illinois Dallas, Texas
Country
United States United States
Skills & Keywords Comparing with main company
13 Total Skills
Wealth Management Financial Planning Asset Management Tax Management Legacy Planning Investment Advisory Succession Planning Personal Developement for Advisors M&A Wealth Planning PRACTICE GROWTH Transition Advisors when selling books of business Succession & Continuity Planning
20 Total 1 Common 19 Unique
Match 8%
Common Skills:
Wealth Management
Unique Skills:
Asset Servicing Business Owner Services Capital Markets Corporate & Institutional Services Equity Financial Technology +13
2 Total 1 Common 1 Unique
Match 8%
Common Skills:
Investment Advisory
Unique Skills:
Private Banking
15 Total 2 Common 13 Unique
Match 15%
Common Skills:
Investment Advisory Wealth Management
Unique Skills:
Business Exit Consulting Customized Investment Management Estate Planning Family CFO Services Financial Services Investment Management +7
4
Total Companies
1889
Oldest Founded
1
Countries
45
Unique Skills

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Alternative Company Names

This company is also known as

Atlas Private Wealth Advisors 阿特拉斯私人财富顾问 एटलस प्राइवेट वेल्थ एडवाइजर्स أطلس مستشارو الثروات الخاصة Атлас Прайват Уэлс Эдвайзерс