Atlas Private Wealth Management is a financial planning and registered investment advisory firm based in New York. We serve clients nationally, providing fee-only financial planning, tax preparation, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first.
|Firm Start Year:||1996|
|Name of Broker/Dealer:||Fidelity & Charles Schwab|
|Name of Custodial Firm:||Fidelity & Charles Schwab|
|States Licensed in:||TX|
|Number of Years with Current Firm:||5|
|Work Experience:||He is a graduate of the University of Rochester where he obtained a Bachelor of Arts in Economics and a Finance & Accounting Certificate from the Simon School of Business. Before joining Atlas in 2015, Tim worked at an investment management firm based in Western New York for seven years. During his tenure there he worked in operations, trading, planning, and client management roles.|
|Advisory Services Provided:||Tax Advice and Services, Portfolio Management, Financial Planning for Individuals|
|Investment Types:||Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Email, Via Phone, At your office, At my office, Video Conference, At your home|
|Firm's Number of Clients:||1500|
|Firm's Number of Planning Clients:||150|
|Firm's Number of Managed Clients:||1500|
|Assets Managed by Firm:||$1,200,000,000|
|Advisor's Number of Clients:||200|
|Advisor's Number of Managed Clients:||200|
|Advisor's Number of Planning Clients:||70|
|Assets Managed by Advisor:||$170,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Fee % Based on Assets:||Variable|
|Additional Details on Charges:||We charge a fixed fee for financial planning services, a management fee for investment management services, and a fee for tax preparation services dependent on time spent and complexity of a return. Total fees vary given an individual's situation and services required.|
|Minimum Fee Charged for Managed Accounts:||Dependent on AUM|
|Minimum Fee Charged for Hourly Planning Accounts:||$800|
|Organization:||Society of Financial Service Professionals New York City|
|Position :||Chapter Director|
|Duration :||07/2020-Currently holding|
|Bachelor of Arts in Economics - Economics||
University of Rochester - Rochester, NY
ADV Part 2A Brochure: https://atlaspwm.com/adv-part-2a-brochure/
Form CRS: https://atlaspwm.com/adv-part-3-form-crs/
Privacy Notice: https://atlaspwm.com/privacy-notice/
Atlas WiserAdvisor Disclosure: WiserAdvisor's program seeks to connect persons who have expressed an interest in finding an investment adviser with investment advisory firms such as Atlas Private Wealth Management, LLC (Atlas). Atlas is not affiliated with WiserAdvisor. As a participating adviser in the WiserAdvisor program, Atlas has agreed to pay WiserAdvisor a flat fee of $250 per lead for prospective clients with investable assets of more than $3 million. The fee is payable regardless of whether the prospect becomes an Atlas advisory client. Atlas does not increase the fees of advisory clients matched through the WiserAdvisor program to cover the lead fee.
Atlas Private Wealth Management, LLC (Atlas) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS AND INVESTMENT STRATEGIES INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus and any other applicable documents provided, including investment objectives, risks, charges, and expenses. Additional information regarding Atlas qualifications, business practices and conflicts is set forth in Atlas ADV brochure and Form CRS, which are available upon request. Please visit our website www.atlaspwm.com/disclosures for these and other important disclosures.
Tim is a Senior Vice President and Wealth Management Advisor, and a member of the Atlas Private Wealth Management's Investment Committee. He is a CERTIFIED FINANCIAL PLANNER(TM) professional, a Certified Investment Management Analyst®, and a Certified Student Loan Professional® who works with individuals and institutions to help them plan for their financial futures.
Tim is an active member of the financial planning community of New York. He currently works with the New York City Chapter of the Society of Financial Service Professionals (FSP), the Metro New York Chapter of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). Additionally, Tim engages in pro-bono financial planning activities through the FPA and community coalitions to help low-income families build financial strategies.
While in college he played football for the Yellowjackets. Presently, Tim lives in New York City with his wife Emily, a surgeon in New Jersey. Tim grew up in the Twin Cities and remains an avid Minnesota sports fan. Tim spends much of his free time playing hockey, reading history, or searching out new music.
Financial Planning for Individuals
Financial Planning is the process of managing your financial life to pursue your goals and dreams while navigating the financial obstacles that invariably arise in every stage of life. As a process and not a one-time event, Atlas Private Wealth Management advisors offer a highly personalized approach to financial planning. We provide practical and effective strategies to address your financial concerns by striving to understand your needs and formulating a uniquely tailored plan focused on the pursuit of your needs. This involves an in-depth review of current circumstances and establishment of realistic goals.
Our approach to investment management always begins by developing a deep understanding of a client's goals and risk tolerance. Once this is established, we leverage our understanding of U.S. and global capital markets to create truly customized portfolio recommendations. We think that in creating a well-built portfolio, an investor should consider all factors specific to their specific situation and develop an intermediate-term outlook based on a deep understanding of the current economic environment and secular business cycle. Armed with this data, an asset allocation and investment strategy appropriate to a stated risk level can be developed for a client. We develop customized portfolios using individual stocks and bonds, mutual funds, and exchange traded funds (ETFs) dependent on our clients' needs.
Tax Advice and Services
Our understanding of tax planning and preparation can help individuals, businesses, and organizations keep more of their hard-earned dollars. Our approach to tax planning and preparation begins with developing a deep understanding of your unique financial situation.
|Mon.||8:00 AM - 4:30 PM|
|Tue.||8:00 AM - 4:30 PM|
|Wed.||8:00 AM - 4:30 PM|
|Thu.||8:00 AM - 4:30 PM|
|Fri.||8:00 AM - 4:30 PM|