About Us

We are a “Fee Only” Registered Investment Advisor with over 30 year of expertise managing portfolios. We’re here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.

Here at Atlas Capital Management we understand that investing for your future is scary and uncertain, especially in today’s economy. But, rest assured that in our hands we’ve helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

Experience

Atlas Capital Management has well over 30 years of investment experience between it’s managers.

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.