Atlas Wealth Advisers - Madison, Wisconsin

Atlas Wealth Advisers

Atlas Wealth Advisers, located at 2921 Landmark Pl Suite 225, Madison, WI 53713, is a reputable financial advisory firm that specializes in providing comprehensive financial planning services to their clients. With a strong focus on personalized advice, Atlas Wealth Advisers has established itself as a trusted resource for individuals seeking to achieve their financial goals.

Specialties: Financial advisor

Other points of interest: Identifies as women-owned, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, LGBTQ+ friendly, Transgender safe space

Atlas Wealth Advisers takes pride in their commitment to delivering exceptional service and tailored solutions to meet the unique needs of each client. Their team of experienced professionals works closely with clients to develop a comprehensive financial plan that addresses their specific objectives, whether it be retirement planning, investment management, or estate planning.

The firm's dedication to client satisfaction is evident in their impressive 5/5 average rating based on 10 reviews on Google My Business. Clients appreciate the firm's transparent approach, personalized attention, and the expertise of their advisors. One satisfied client noted, "We've enjoyed working with Douglass at Atlas He's been a great resource and financial sounding board for us. I appreciate that he's not trying to sell any particular product and is simply available as a trusted advisor."

To learn more about Atlas Wealth Advisers and their services, visit their website at awateam.com or contact them directly at 88278881.

👍 Reviews of Atlas Wealth Advisers

James R.

5/5

We've enjoyed working with Douglass at Atlas! He's been a great resource and financial sounding board for us. I appreciate that he's not trying to sell any particular product and is simply available as a trusted advisor.

Shari L.

5/5

We couldn’t be happier with the service from Atlas Wealth Advisers! Jordan expertly helped us set up our retirement accounts and life insurance policies, making the entire process easy to understand. He took the time to explain our options and tailored everything to fit our family’s needs. We feel secure about our future, thanks to their guidance and professionalism. Highly recommend Atlas Wealth Advisers for anyone looking to plan for their financial future!

Aundrea U.

5/5

Working with Scott and Jonah was easy and informative. They helped me set everything up quickly with ease! They answered any questions I had concerning my accounts or how things worked. I highly recommend both for any financial advising. They worked professionally and efficiently with my personal accounts and business!

Aaron C.

5/5

I had very little experience and knowledge when I came to Atlas Wealth Management and quickly Jonah was able to educate me and inform me on the correct plan for me and my financial health. Scott and his staff are very friendly and professional. I highly recommend Atlas Wealth Management.

Kyle N.

5/5

Jordan Truttschell at Atlas Wealth Advisers is wonderful. I have had the pleasure of working with Jordan for the past 5 years. He explains things and has so many options to choose from when it comes to your financial wealth. He is a no pressure Advisor and wants only the best for his customers.

Lenore M.

5/5

Highest praise for Bob Kniprath and his group. My husband and I started with Bob when he started because we knew and trusted him when he was with Northwest Mutual Insurance. We have done well with his investment plan for us. He has given us sound retirement advice from his conservative perspective.

Randy L.

5/5

Scott Richardson and Atlas Wealth Advisors helped my wife and I create a very workable financial plan. Scott really knows his stuff, and pointed out several issues we had not even considered. Scott impressed me so greatly that I referred my son to him. My son lives in another state, but Scott is licensed in many states and may be able to help your out of state family too. Highly recommend Scott Richardson!

Scott P.

5/5

I have worked with Jordan at Atlas Wealth Advisers for 4 years. He is always available for a review my accounts. He has also coached me on investment plans for my business. Thanks Jordan.