Atlas Private Wealth Management

Financial Services - Albany, NY, US

Atlas Private Wealth Management Employees
Brendan Walsh

Executive Vice President

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Lissa McNaughton

Senior Vice President & Wealth Advisor

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Gregory Britton

President | CEO

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J Durkee

VP, Portfolio Strategist

Contact J Durkee

Kollin CRPC

Senior Vice President - Wealth Management Advisor

Contact Kollin CRPC

J.Christopher Aiello

Director of Trust and Estate Planning

Contact J.Christopher Aiello

Lauren Lake

executive assistant

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Atlas Private Wealth Management Senior Management
Gregory Britton

President | CEO

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Kristen Schreer

Chief Operating Officer

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Toby Potterton

managing director

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Atlas Private Wealth Management Details

At Atlas, our mission is to empower our clients to pursue their goals and passions by providing a trusted and objective voice.Atlas Private Wealth Management is a fee-only investment advisory firm that provides services for individuals, families, businesses and nonprofit organizations. Atlas is a SEC registered investment adviser. Atlas manages over $1 billion of assets for over 1450 clients throughout the United States.For other important disclosures please visit https://atlaspwm.com/social-media-disclosure-atlaspwm/

Atlas Private Wealth Management logo, Atlas Private Wealth Management contact details
Website: atlaspwm.com
Employees: 50 - 99
HQ: 518-482-5777
Location: Albany, NY, US
Revenue: 5 - 10 Million
Financial Services Financial Advisory Services
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